Lee Stoerzinger Wealth Management

Happy Thanksgiving from the team at Lee Stoerzinger Wealth Management! As we reflect on this past year and all that we are thankful for, we want all our clients to know how fortunate we are to be able to share friendship and work alongside you in cultivating your future. Blessings to each and every one of you!? #LeeStoerzinger #LeeStoerzingerWealthManagement #FinancialAdvisor #Advisor #WealthManagement #FinancialAdvice #FinancialIdeas #FinanceIn2024 #LifePlanning #FinancialPlanning #OurComprehensiveListOfServices #ListOfServices #FinancialServices #FinanceManagement #HappyThanksgiving #Thankful #Turkey?

As the end of 2024 draws near, the LSWM team met for our annual leadership planning meeting at Hotel Crosby in downtown Stillwater, MN! Looking towards the future, we are very excited to share many exciting plans with you all as we continue molding and developing the vision for LSWM. So, stay tuned, and Give Power to Your Journey! #LeeStoerzinger #LeeStoerzingerWealthManagement #FinancialAdvisor #Advisor #WealthManagement #FinancialAdvice #FinancialIdeas #FinanceIn2024 #LifePlanning #FinancialPlanning #OurComprehensiveListOfServices #ListOfServices #FinancialServices #FinanceManagement #2024Recap #2025Goals #GivePowertoYourJourney

Change is inevitable of course. As it pertains to this topic, we certainly seem to be embracing it! Here’s a fun little piece on our observations of how the consumer economy has shifted over the years (psssst... peek at the empty checkout lanes for a teaser)!? #LeeStoerzinger #LeeStoerzingerWealthManagement #FinancialAdvisor #Advisor #WealthManagement #FinancialAdvice #FinancialIdeas #FinanceIn2024 #LifePlanning #FinancialPlanning #OurComprehensiveListOfServices #ListOfServices #FinancialServices #FinanceManagement #ConsumerEconomy #Economy #ManufacturingEconomy #ServiceEconomy #EconomicShift?

A successful retirement can mean a variety of different things to each of us: a new vacation home to relocate to, a new checkpoint reached in the legacy you hope to leave for your loved ones, etc. Regardless, one of our teams' main goals is to help guide you on the path towards the successful retirement that you desire. What does a successful retirement mean to you?? #LeeStoerzinger #LeeStoerzingerWealthManagement #FinancialAdvisor #Advisor #WealthManagement #FinancialAdvice #FinancialIdeas #FinanceIn2024 #LifePlanning #FinancialPlanning #OurComprehensiveListOfServices #ListOfServices #FinancialServices #FinanceManagement #Retirement #SuccessfulRetirement?

Each year our broker dealer, United Planners hosts a UP University Training Workshop in Scottsdale, AZ near their home office. Last year Suzy took her first trip down (look back at our winter 2024 Envisionary for an article she wrote on her trip), and this year Evan and Joyce took their first trip! When not fully immersed in the training workshops that delve into the many facets of the systems we work with, Evan and Joyce spent some quality time meeting our friends at UP along with fellow visitors!? #LeeStoerzinger #LeeStoerzingerWealthManagement #FinancialAdvisor #Advisor #WealthManagement #FinancialAdvice #FinancialIdeas #FinanceIn2024 #LifePlanning #FinancialPlanning #OurComprehensiveListOfServices #ListOfServices #FinancialServices #FinanceManagement #UnitedPlanners #TrainingWorkshop #Scottsdale #ScottsdaleAZ #Arizona #Popstroke #Networking??

Did you know that there are different stock “style” options that an investor can choose to invest in? Check out our new blog post for a rundown on what stock style is and why it matters!? #LeeStoerzinger #LeeStoerzingerWealthManagement #FinancialAdvisor #Advisor #WealthManagement #FinancialAdvice #FinancialIdeas #FinanceIn2024 #LifePlanning #FinancialPlanning #OurComprehensiveListOfServices #ListOfServices #FinancialServices #FinanceManagement #GrowthvsValue #StockStyle?

Next recession... when!? We’ve had a few clients ask us our thoughts on this matter. Before diving into it, we want one message to ring out: Regardless of if we end up facing another recession, everything will be okay. Think back to the last moment in your life when it felt like the walls were crashing down around you. Fast forward and here you now stand, stronger than you once were. Our team will be here to help guide you through, regardless of what the future holds!? #LeeStoerzinger #LeeStoerzingerWealthManagement #FinancialAdvisor #Advisor #WealthManagement #FinancialAdvice #FinancialIdeas #FinanceIn2024 #LifePlanning #FinancialPlanning #OurComprehensiveListOfServices #ListOfServices #FinancialServices #FinanceManagement #Recession #Recession2024 #Recession2025?

What’s Lee up to? So, check this out. For my birthday, my dear friend bought me one of the best gifts ever… A tent for the roof of my Bronco. So, for practice, I went to the Lake Elmo Park Reserve and got a campsite. It was good to stay close in case things didn’t work out as planned. Like in case setting things up was a challenge for one person, or if I burned my hot dog in the fire, I could get a pizza delivered. LOL. Anyway, just wanted to share as I have always loved doing the outdoor thing and can’t wait to road trip and camp in the AZ mountains this winter.? #LeeStoerzinger #LeeStoerzingerWealthManagement #FinancialAdvisor #Advisor #WealthManagement #FinancialAdvice #FinancialIdeas #FinanceIn2024 #LifePlanning #FinancialPlanning #OurComprehensiveListOfServices #ListOfServices #FinancialServices #FinanceManagement #LakeElmoParkReserve #Camping #BroncoTent #BroncoCamping?

We all know that inflation has affected the cost of food, but down to what specifics? Visual Capitalist does a great job of showing the impact that even our fast-food industry has experienced throughout the country.? #LeeStoerzinger #LeeStoerzingerWealthManagement #FinancialAdvisor #Advisor #WealthManagement #FinancialAdvice #FinancialIdeas #FinanceIn2024 #LifePlanning #FinancialPlanning #OurComprehensiveListOfServices #ListOfServices #FinancialServices #FinanceManagement #Inflation #FastFoodInflation?

Happy belated National Boss Day to all the awesome bosses out there! Per the holiday on the calendar (without Lee’s knowing of course), the team put together a nice little surprise for Lee to walk into bright and early on Wednesday morning. Side note, which Halloween themed donut from Duck Donuts looks the most appealing to you!? All of us at the office can confirm there was no wrong choice!? #LeeStoerzinger #LeeStoerzingerWealthManagement #FinancialAdvisor #Advisor #WealthManagement #FinancialAdvice #FinancialIdeas #FinanceIn2024 #LifePlanning #FinancialPlanning #OurComprehensiveListOfServices #ListOfServices #FinancialServices #FinanceManagement #NationalBossDay #HappyBossDay #HappyBossesDay #BestBossEver? ?