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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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How to Make the Tax Code Work for You

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When Life Insurance Becomes Taxable

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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This calculator will help determine whether you should invest funds or pay down debt.

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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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It May Be Time for a Financial Checkup

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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