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Lemieux Wealth Strategies, LLC

(218) 829-5862

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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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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.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

 

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

How to Appeal Your Property Taxes

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A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Assess how many days you'll work to pay your federal tax liability.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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