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.

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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