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“On the Back Burner”  by Lee Stoerzinger, CFP® Social Security: By the Numbers Estate Management 101 Charitable Giving: Smart from the Heart

Lee Stoerzinger, Inc.

Private Wealth Management for Select Individuals

Lee Stoerzinger, Inc. is a proactive investment and retirement planning firm in Oakdale, Minnesota. While we offer a comprehensive list of services, our areas of focus are retirement income planning, life transitions, generational wealth, and tax efficiency planning.

Our knowledge is in helping our clients identify how the pieces of their financial lives fit together, understand the investment process, set realistic expectations for their personal situation, and blend investments into a comprehensive financial plan.  

In addition to our investment knowledge, we utilize tools to develop an integrated “life plan” which help align our clients’ values and priorities with their investment strategy. 

We seek to provide world-class service and exceed our clients' expectations in all matters. We hope that in all we do for our clients and our community that we continue to bring powerful meaning to the word character.

On the Back Burner

On the Back Burner is Lee Stoerzinger’s passionate exhortation to the citizens of 21-st century America to align the values that we espouse with the values that we live. 

 

On the Back Burner shows us that by figuring out what we want to leave behind, we can enrich the lives we have today.

 

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Services

We create strategies tailored to your goals

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Educational Resources

Without any conflicts of interest we put your needs first.

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Meet Our Team

We enjoy building trusted relationships that span generations.

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Lee Stoerzinger Has Been Quoted In:

  • BankRate
  • Chicago Tribune
  • Cleveland Daily Banner
  • Harlem World Magazine
  • Investor's Business Daily
  • investors.com
  • North Dallas Gazette
  • NY Daily News
  • The Pasadena / San Gabriel Valley
  • The Somerville News Weekly

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