Are you contributing what you should to your 401K? Are you a good candidate for investing in a mutual fund, or should you have a Roth IRA? What goals do you have in terms of retirement income? All of these questions can be mind-boggling. Hell, on what we make, they may not even make sense, but James Lehman can help put it all into perspective. One meeting with the man (you'll be coached on what info to bring beforehand, fret not) puts your mind at ease when it comes to planning for that small business, college fund for the kids, a home in the country or whatever you have your heart set on years, or even decades, down the road. Lehman is a master at explaining in layman's terms what a few dollars squirreled away now can do for you later. This guy is money, man.

Location Details

305B W Spring Creek Parkway
Plano TX 75023
972-372-2905

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