Lenius Insurance and Financial Services, Inc.

Lenius Insurance and Financial Services, Inc. We are a full-service financial firm offering a wide range of financial products. Member FINRA & SIPC (www.finra.org, www.sipc.org).

Lenius Insurance and Financial Services focuses in the field of comprehensive financial planning with an emphasis on the special needs of retirees. We educate our clients so they are comfortable with the vital decisions they are making for themselves and loved ones. Our goal is to provide committed service that helps our clients make sound decisions and achieve their present and long term goals. S

ecurities and advisory services offered through LPL Financial (LPL), a registered investment advisor. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-...
04/28/2025

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

Savvy investors take the time to separate emotion from fact.

Ever wonder about those free credit scores you get once a year?
04/25/2025

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

Do you know the difference between a global mutual fund and an international mutual fund?
04/23/2025

Do you know the difference between a global mutual fund and an international mutual fund?

Investors seeking world investments can choose between global and international funds. What's the difference?

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daun...
04/21/2025

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daunting task. Read more to learn about your choices for managing savings for retirement today.

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to ...
04/18/2025

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Thinking of volunteering in retirement? Some considerations.
04/16/2025

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
04/14/2025

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Generate income and rebuild principal. A powerful one-two punch.
04/11/2025

Generate income and rebuild principal. A powerful one-two punch.

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
04/09/2025

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
04/07/2025

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Ready to talk about creating a holistic retirement plan? Or perhaps it’s a good time to review your existing? Now’s the ...
04/06/2025

Ready to talk about creating a holistic retirement plan? Or perhaps it’s a good time to review your existing? Now’s the perfect time to set your retirement goals. Check out my website to have a conversation!

Do you know the basics of investing to help you plan for retirement? Check out this great article to learn investing 101...
04/05/2025

Do you know the basics of investing to help you plan for retirement? Check out this great article to learn investing 101.

If you're about to stop working and enter your golden years, here's a look at important personal finance topics to learn about, such as Social Security benefits.

Address

532 Jefferson Street
Sturgeon Bay, WI
54235

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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