Get the basics on Fixed Indexed Annuities with this great article from the Indexed Annuity Leadership Council!
Strategies for Wealth Management
Financial Services
Shelton, CT 209 followers
Our mission is to provide a sound, safe, holistic, financial plan that addresses risk.
About us
Since 1998, Michael J. Lehrhaupt, President and CEO of Strategies for Retirement, has been helping clients protect their assets and income due to risks they may face in retirement. Michael, along with his staff, are committed to providing the highest level of service and guidance to their clients. The belief of the Strategies for Retirement team is to provide a sound, holistic financial plan for retirement, which should include well-defined strategies to address such risks as longevity, market volatility and unexpected illness. We help our clients plan their retirement utilizing the following 3 key principles: 1. Safety First 2. Reasonable Rate of Return 3. Keep it Simple Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. The commentary on this website reflects the personal opinions, viewpoints and analyses of the author, Michael Lehraupt providing such comments, and should not be regarded as a description of advisory services provided by Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prep
- Website
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http://www.strategies4wm.com
External link for Strategies for Wealth Management
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Shelton, CT
- Type
- Privately Held
- Specialties
- Life Insurance, Fixed Annuities, Financial Services, Retirement, Retirement Planning, and Long Term Care Insurance
Locations
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Primary
Get directions
100 Beard Saw Mill Road
Suite 275
Shelton, CT 06484, US
Employees at Strategies for Wealth Management
Updates
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Strategies For Wealth Management provides information that doesn’t age, it appreciates! Michael and Laura are always dropping gems, make sure you are picking them up. Here’s some valuable knowledge on accumulation, preservation, and distribution. What stage would you say that you are in currently? Comment below and save this post in case you need to refer back to it. #MoneyMatters#Gems#KnowledgeIsPower#S4WM
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Good morning and a very happy Friday to all. As we come closer to this amazing event, we want to make sure everyone is informed about it because we would hate for anyone to miss out. Strategies For Wealth Management, in collaboration with WFSB Top Weatherman, Scot Haney have crafted a workshop to be specifically advantageous to those 50+ who want to learn how to build a rock solid retirement. We encourage to being a friend, as long as they also belong to the aforementioned group of people this event was designed for. Join us Saturday, November 2, 2024 at 10am The Sheraton Hotel South (100 Capital Blvd, Rocky Hill, CT 06067) A complimentary breakfast will be provided You must RSVP before attending and I suggest doing so fast as seats are filling up!!! To RSVP Call 203-372-4442 EXT 114 (OR) EMAIL: info@strategies4wm.com Once you confirm your seat we will call you to finalize registration. We look forward to seeing you! Bring your best smiles as there will be photo opportunities with Scot Haney as well.
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Planning for early retirement? You have the right idea! Let us navigate the process with you. Click the link in bio to take our #1 Retirement Quiz! #retirementplanning #financialfreedom #rocksolidretirement #futureplanning
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Thinking about the future? Trust funds are a powerful way to ensure your grandchildren are taken care of. Here's why: 🔹 Controlled Distribution: Decide how and when funds are used, whether it's for education, buying a home, or other significant milestones. 🔹 Tax Efficiency: Minimize estate taxes and maximize the wealth passed down to your loved ones. 🔹 Financial Security: Provide a structured financial safety net that supports and stabilizes your grandchildren's future. Secure your family's legacy and give your grandchildren the best start in life. Let's talk about your retirement and setting your entire family up for financial success. First step is taking our #1 Retirement Quiz at the link in bio. #FamilyFirst #FinancialPlanning #TrustFunds #LegacyPlanning #retirementplanning #rocksolidretirement
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Finding the right balance is key! In retirement, a solid asset allocation strategy can help you grow your savings while protecting what you've worked so hard to build. Click the link in bio now to take our #1 RETIREMENT QUIZ! #RetirementPlanning #AssetAllocation #FinancialFreedom #InvestSmart
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Retirement isn't the end—it's the start of a brand new adventure! Whether it's traveling, pursuing a passion, or simply enjoying life, this is your time to explore the world and create new memories. What will your next adventure be? #NewBeginnings #RetirementGoals #AdventureAwaits
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Retirement isn’t a one-size-fits-all goal! It’s a common myth that you need $1 million to retire comfortably, but the truth is, it all depends on your lifestyle and the planning you put in place. Everyone’s journey is unique, and what works for one person may not be right for another. Let’s sit down and figure out what your retirement plan should look like. Click the link in bio to make time with our team. #RetirementPlanning #FinancialFreedom #PlanForYourFuture #rocksolidretirement
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Are you underestimating your expenses or relying too much on one type of investment? These are just a couple of the mistakes that can throw off your retirement plans. It's time to rethink your strategy and plan for the future! Ready to avoid these pitfalls? Hit the link in our bio for a consultation and let's get you on the right path! #retirementplanning #financialfreedom #rocksolidretirement #futureplanning
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