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Written by Lee Stoerzinger, CFP®


We have crossed into some new territory. It is now 2021, and as we get started I personally want to label this new year a time of opportunity… A unique moment to re-group on all the thoughts we've had this past year about how futures will be different. A chance to act on those things which are meaningful in our lives. A privilege to think about the financial blessings we have, and how they can best work for us as we build our legacies. Finally, a time to hope for our world as we continue to progress through history. 

From a business perspective, we at Lee Stoerzinger Wealth Management have been working hard to keep our value proposition unique, service level high, and maximize our relationships with each client we are fortunate to work with. It’s been interesting, but we very much look forward to what lies ahead. Let the opportunities be abundant. 

Thank you, and wishing you peace in the new year.

Lee Stoerzinger, CFP®


This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.