Richie established Lee Financial in 1975 and is the Chairman, CEO, and Founder. Early in his career, Richie recognized two things: (1) the value Financial Planning provided in helping make the right decisions for the right reasons; and (2) the conflicted nature of the product-driven industry structure. As a result, he established Lee Financial as a fee-only financial planning and investment advisory firm in Texas. Richie is passionate about helping his clients reach their personal and financial goals, and he recognized the need for a multidisciplinary approach to solving his clients’ problems. This broader context involved integrating financial and business planning as a well as a goal-based