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Lemieux Wealth Strategies, LLC

(218) 829-5862

The Cycle of Investing Perception vs. Reality The Other Sure Thing How to Retire Early
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Legacy You Can Count On

Today, our financial goals and concerns are multifaceted. We understand that the right financial plan for you isn’t necessarily right for everybody else. We take the time to analyze and understand all of the factors that contribute to your financial picture.  Because of this approach, we are able to integrate a financial strategy that fits into your lifestyle and is designed to get you to the place you want to be in the future. We know how important it is to put the clients’ needs first, and that is why all of our plans are personalized.

                 

Our approach to financial planning follows four focal points: “The Four P’s”.

                

  1. Protect- saving for your financial future
  2. Preserve- investing for financial goals
  3. Prepare- for living in retirement
  4. Plan- estate planning strategies

 

 

 

 

 

 

 

Helpful Content

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Use this calculator to compare the future value of investments with different tax consequences.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Estimate how much you have the potential to earn during your working years.

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There are a number of ways to withdraw money from a qualified retirement plan.

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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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Estate conservation is too important to put off. Do you have a smart exit strategy?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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