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Offices in Lewiston & Coeur d' Alene, Idaho Toll Free: (888) 743-1943 Get Office Directions. Brokerage Sales Versus Investment Advice. Free Social Security Analysis. Click here to receive a FREE Social Security Analysis. Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. Free Retirement Readiness Kit. Learn how to get the most from your retirement savings. The Cycle of Investing. Welcome to Schrette & Lee. It's our job to find it. . Perhap...

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CONTACTS AT SCHRETTEANDLEE.COM

Schrette & Lee Financial Services, Inc.

Lee Ann Hostetler

1407 ●●●●●venue

Lew●●●ton , Idaho, 83501

United States

1.20●●●●1943

sa●●●●●●●●●@overage50.com

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Schrette & Lee Financial Services, Inc.

Lee Ann Hostetler

1407 ●●●●●venue

Lew●●●ton , Idaho, 83501

United States

1.20●●●●1943

la●●●●●●●●●@schretteandlee.com

View this contact

Schrette & Lee Financial Services, Inc.

Lee Ann Hostetler

1407 ●●●●●venue

Lew●●●ton , Idaho, 83501

United States

1.20●●●●1943

sa●●●●●●●●●@overage50.com

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Offices in Lewiston & Coeur d' Alene, Idaho Toll Free: (888) 743-1943 Get Office Directions. Brokerage Sales Versus Investment Advice. Free Social Security Analysis. Click here to receive a FREE Social Security Analysis. Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. Free Retirement Readiness Kit. Learn how to get the most from your retirement savings. The Cycle of Investing. Welcome to Schrette & Lee. It's our job to find it. . Perhap...

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Home | Toll-Free 888.743.1943 | schretteandlee.com Reviews

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Offices in Lewiston & Coeur d' Alene, Idaho Toll Free: (888) 743-1943 Get Office Directions. Brokerage Sales Versus Investment Advice. Free Social Security Analysis. Click here to receive a FREE Social Security Analysis. Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. Free Retirement Readiness Kit. Learn how to get the most from your retirement savings. The Cycle of Investing. Welcome to Schrette & Lee. It's our job to find it. . Perhap...

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schretteandlee.com

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Retirement | Toll-Free 888.743.1943

http://www.schretteandlee.com/resource-center/retirement

Lewiston & Coeur d' Alene - Idaho 888-743-1943. Lewiston & Coeur d' Alene - Idaho. Brokerage Sales Versus Investment Advice. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Are you ready for retirement?

2

Glossary | Toll-Free 888.743.1943

http://www.schretteandlee.com/tools/glossary

Lewiston & Coeur d' Alene - Idaho 888-743-1943. Lewiston & Coeur d' Alene - Idaho. Brokerage Sales Versus Investment Advice. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that...

3

Money | Toll-Free 888.743.1943

http://www.schretteandlee.com/resource-center/money

Lewiston & Coeur d' Alene - Idaho 888-743-1943. Lewiston & Coeur d' Alene - Idaho. Brokerage Sales Versus Investment Advice. One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. Keeping Up with the Joneses. Well, they are.

4

Becoming a client

http://www.schretteandlee.com/p/becoming-a-client

Lewiston & Coeur d' Alene - Idaho 888-743-1943. Lewiston & Coeur d' Alene - Idaho. Brokerage Sales Versus Investment Advice. Selecting an investment advisor can be a daunting task, especially in today’s environment. With investment scandals surfacing all over the country, it is as important as ever to make sure the advisor you hire has only your best interests at heart. We have assembled this list of questions you should ask. Getting started is easy with Schrette and Lee Wealth Management. Check th...

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Resource | Toll-Free 888.743.1943

http://www.schretteandlee.com/resource-center

Lewiston & Coeur d' Alene - Idaho 888-743-1943. Lewiston & Coeur d' Alene - Idaho. Brokerage Sales Versus Investment Advice. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. Paul Schrette is a SmartVestor Pro! We are licensed to se...

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WINS: Financial Services - WINS CDA

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DIRECT MAILING and PRINTING. ESCROW / TITLE INSURANCE. Schrette and Lee Wealth Management / Laurel A. Flerchinger, MBA. Laurel is a MBA graduate of Gonzaga University and joined Schrette and Lee in 2014. Prior to joining Schrette and Lee, Laurel spent time in a capital management firm in Spokane as an Equity Research Analyst. She has also worked in the banking industry. At Schrette and Lee Wealth Management. We spend a lot of time getting to know you and your reasons for investing, your attitudes toward ...

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Home | Toll-Free 888.743.1943

Offices in Lewiston & Coeur d' Alene, Idaho Toll Free: (888) 743-1943 Get Office Directions. Brokerage Sales Versus Investment Advice. Free Social Security Analysis. Click here to receive a FREE Social Security Analysis. Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. Free Retirement Readiness Kit. Learn how to get the most from your retirement savings. The Cycle of Investing. Welcome to Schrette & Lee. It's our job to find it. . Perhap...

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