Golden Sands Financial LLC

Lee F Courtright, CFP, AIF

We help individuals understand change as they prepare for and manage in the later years of their lives. We often work with our clients' legal and tax advisors in developing financial and estate planning strategies. Our business philosophy is based on building a long-term relationship with our clients. We hold to a strict standard of confidentiality with regard to client information. One of our specialties is helping clients with long term care and end of life planning including the suitability of funeral trusts.

Request Help or Information by filling out the form below

Name*:
Mailing Address:
City*:
State:
Zip:
Email*:
Phone*:
Please enter
your questions, requests
or comments:
  We strive to prevent spam.
Please answer the question below to show that
this is a legitimate request.
What is 2 + 2?*:
Required = *
  We respect your privacy. Your information will not
be given / sold to any other entity.
 

Service Area

Proudly serving Fox River Valley and Central Wisconsin.

Contact Us

Lee F Courtright, CFP, AIF
Golden Sands Financial LLC

Phone: (715) 344-6300
Toll Free: (800) 531-5515

720 S Maple Bluff Ct.,
Stevens Point, WI 54482

Email: leecourtright@goldsandsfin.com
Web: www.goldsandsfin.com