720 South Maple Bluff Court,
Meet Your Professional Advisor
Lee Courtright is an established financial advisor who has focused his practice on helping individuals understand change as they prepare for and manage in the later years of their lives.
Retirement Income Planning
We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.
We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.
The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.
We offer a full range of investment and financial services and have access to a wide array of solutions.
Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited about for what’s to come.
Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.
A sound estate program can help protect your family from the financial consequences of life's unexpected events.
Managing your money involves more than simply making and following a budget.
We’ll analyze your cash flow situation to calculate if you’re on track for retirement and help ensure your peace of mind.
“Know what you own, and know why you own it.”
“We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful.”
“Anytime you buy an asset that can’t do anything, produce anything, you are simply betting on whether someone else will pay more for, again, an asset that can’t do anything. I would bet on good-producing businesses to outperform something that doesn’t do anything over any period of time.”
- Warren Buffet
Reach out to us, and we can prepare a strategy for you.