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Strategic Financial Planning, Inc.

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Strategic Financial Planning, Inc.

Overview:

Discover, design and live the life you want by aligning your finances with your vision and values, creating true peace of mind through our unbiased, fee-only advice.

Strategic Financial Planning, Inc. is an independent financial advisory firm specializing in financial planning and asset management. We use a financial planning process that systematically and objectively defines challenges and offers solutions.

We strive to make your dreams become reality while allowing you to devote more time and attention to what truly matters in your life, secure in the knowledge that your financial matters are addressed.

As a registered investment advisor, Strategic Financial Planning Inc., based in Plano, Texas, has a fiduciary duty to every client. Our policy is to protect your interests and to put your goals as first and foremost in every situation. Principal Bryan Lee has been on D Magazine's list of Best Financial Planners in Dallas every year running and named as a Five-Star Wealth Manager.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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