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720 South Maple Bluff Court
Stevens Point, WI 54482

18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

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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Interested in a Fuel Efficient Car?

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

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

A Look at Systematic Withdrawals

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Assess how many days you'll work to pay your federal tax liability.

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Protecting Those Who Matter Most

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Long-Term-Care Protection Strategies

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Principles of Preserving Wealth

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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To Buy or Not to Buy

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An Arm and a Leg

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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