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Welcome to Turnkey Financial Services, LLC

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Plan and Protect

A blueprint is a plan for your home.  A Financial Plan is a blueprint for your future which helps to identify goals, develop a process to meet those goals through investments then recognize and manage risk. If you do not plan for your financial future, you may not be able to achieve your goals.  If you do not plan for your company's benefits and retirement plans you may fail to protect your most valuable asset, your employees.  

We at Turnkey Financial Services, LLC can help you Plan and Protect your financial future.  Turnkey Financial Services, LLC provides comprehensive analysis and implementation of employee benefits packages, retirement plans, financial plans as well as educational seminars for business owners and employees.
We take a turnkey approach to benefits planning with the total package in mind for ease of administration. We help the business owner or HR professional design a package that fits the needs of the company.  Our service representatives work on an ongoing basis to assist the employees or HR manager.
  1. Plan:  Comprehensive financial plans including retirement/401k, education planning, estate planning and tax planning
  2. Protect:  Benefit plans including medical, disability, life, vision, dental, cancer and critical illness, identity theft protection, key person, buy sell and executive bonus
Lisa M. Lee is a Certified Financial Planner™ professional.  Lisa works with individuals, sole proprietors and small to mid size businesses in Texas.  
As a dedicated advocate of Financial Literacy, Lisa serves on the ProBono Committee of the Financial Planning Association of Houston as well as the FPA speakers bureau.  She also teaches financial literacy courses through The Women's Resource and Northwest Assistance Ministries.

Neither Woodbury Financial Services, Inc., nor its registered representatives, offer tax or legal advice. For assistance with these matters, please consult with your own tax or legal advisor.

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