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.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Learn about the risks of not having health insurance in this informative article.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Important items to consider when purchasing condo insurance.
Without your knowing, your investment portfolio could be off-kilter.
To choose a plan, it’s important to ask yourself four key questions.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
When you retire, how will you treat your next chapter?
Bucket lists don’t have to be for tomorrow.
Peer-to-peer payment apps are one of the newest ways to send money.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Do you have causes that you want to support with donations?