 | | | | | | | |  | Office location
10375 Richmond Ave
Ste 600
Houston, TX 77042
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| (713) 260-1309
lee.a.callaway@ampf.com
I help people meet the challenge of financing the present while planning for the future. I work with my clients on the issues that matter most to them: funding their children's education, effective retirement planning and personalized investment advice to help maximize their earnings. I'd like the opportunity to work one-to-one with you to offer individualized advice to help you feel more in control of your finances — present and future.
Areas of Focus
- Investment Advice
- Income Tax Planning Strategies
- Retirement Planning Strategies
- Small Business
- Domestic Partner Planning
- Protection and Insurance
- Estate Planning Strategies
- Family Planning/Family Changes
- Saving for Education
- Asset Allocation
- General Financial Planning
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Professional Associations
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PhD, 1970, Human Nutrition, University of California, Berkeley, CA
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Qualifications
- PhD, 1970, Nutrition, University of California, Berkeley,CA
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Community Service & Personal Interests
- University of Houston, Downtown, member of fundraising committee for Red Rose Ball, Houston, TX
- Director & Treasurer, Oxford Association Board, Houston, TX
- Coordinator for local AMPF office, AIDS Foundation, Houston, TX
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Office Hours- Monday: 7:00 a.m. - 6:00 p.m., or By Appointment
- Tuesday: 7:00 a.m. - 5:00 p.m., or By Appointment
- Wednesday: 7:00 a.m. - 4:00 p.m.
- Thursday: 7:00 a.m. - 8:00 p.m.
- Friday: 7:00 a.m. - 2:00 p.m., or By Appointment
- Saturday: By Appointment
- Sunday: Closed
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I am licensed and registered to conduct business in
TX.
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Based on licenses and registrations I hold, I may also conduct certain business in
CA, CO, FL
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CA Insurance #OE99005
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