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David Lee Financial Services LLC
(512) 253-1403
5900 Balcones Drive, Suite 4883, Austin, Texas, 78731
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Services Offered
Financial Consultation
(5)
Financial Coaching Initial Appointment
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Financial Wellness Consultation
$250.00
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Insurance Protection Consultation
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Insurance Protection
(5)
Life Insurance
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Health Insurance
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Final Expense Insurance
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Retirement Evaluation
(2)
Retirement Portfolio Review
$800.00
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Estate Planning Consultation
$200.00
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