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We're a Resource

The world of financial planning is unique, in that it is designed to be a “central hub” if you will, relating to overall wealth management. We work with attorneys, CPA’s, bankers, and the like to provide services to our clients. We must also have an understanding of each of these parts in addition to our professional expertise and appreciate the opportunity to serve in this capacity.

An outgrowth of seeking to provide high levels of client service, as well as building relationships with many people over time, is that we have become a “network” of sorts to help on all kinds of things on your behalf. When I think back over the years, there have been many different things we have done to help our clients, such as meeting a widow at the dealership to help negotiate care pricing or serving as a pallbearer at a funeral. However, we also have gained a large tribe of good people that we can trust in and are happy to refer them out. Of course, we have solid relationships with attorneys, accounting professionals, realtors, and other key players in your financial life, but also other types as well. In addition, being involved in service to others through various community organizations has increased the opportunities as well.

At Lee Stoerzinger Wealth Management, we do not seek to be all things to all people, but all things to some people. So, when you have a need or even a question, reach out to us. We will probably be able to help.

Investing involves risk. No investment strategy can guarantee positive results. Loss, including loss of principal, may occur. Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Keep in mind that current and historical facts may not be indicative of future results. Diversification is an investment strategy that can help manage risk within a portfolio, but it does not guarantee profits or protect against loss in declining markets.

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. (C) Twenty Over Ten