Lee Courtright

Background

About Lee Courtright

Lee Courtright is an established financial advisor whose business is built on helping clients understand change as they prepare for retirement and their later years. He works to develop flexible financial and estate planning strategies responsive to changes in client objectives. A primary focus is on tax efficient retirement income planning. He is the founder of Golden Sands Financial LLC, a financial services company. Lee is a Registered Principal with Securities America,Inc, Member FINRA and SIPC and an Investment Advisor Representative with Securities America Advisors, Inc. Securities are offered through Securities America, Inc. and advisory services offered through Securities America Advisors, Inc. Golden Sands Financial and the Securities America companies are unaffiliated. He invests substantial time each year in continuing education required to keep his clients current on issues that could affect their financial lives. Lee and his wife Kay, a retired Realtor, have two daughters and four grandchildren. They have been Central Wisconsin residents since 1974. This site is published for residents of the United States, is for informational purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services, transact business and/or respond to inquiries in states or jurisdictions in which they have been registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Third-party comments may not be representative of all client experiences.