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720 South Maple Bluff Court
Stevens Point, WI 54482

A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days

Understanding Today’s Financial Environment

Welcome, I’m Lee Courtright, a financial professional in Stevens Point, Wisconsin. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (715) 344-6300.


     

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Purchasing homeowners insurance is critical for protecting your home.

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Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Is a SEP-IRA Right for Your Business?

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When Heirs are Imperfect

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Historical Inflation

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Estimate your monthly and annual income from various IRA types.

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How Much Home Can I Afford?

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Tax Management Strategies

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Investment Strategies for Retirement

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Choosing a Mortgage

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Pundits say a lot of things about the markets. Let's see if you can keep up.

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Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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Smart investors take the time to separate emotion from fact.

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