Rob Lee, CFP® CRPS®
Senior Vice President, Wealth Advisor
rlee@sovereigngrp.com
713-527-3400
Rob’s experience includes providing strategies for estate planning services, needs of for profit and not-for-profit organizations focusing on membership and fund raising as well as total wealth management for individuals and families.
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Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
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Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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