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Lisa Lee, CFP® CFPA® CEPA®
Lisa Lee, CFP® CFPA® CEPA®
SilverOak Financial Group Financial Advisor

Our Firm

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 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. 

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