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Blogs

Need to Know About Medicare 2023 | Strategic Wealth Partners
Strategic Wealth Partners | Oct 3, 2022

Medicare in 2023: Here’s What You Need to Know

Health
Retirement
Insurance
Medicare
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
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Is It Always Better to Purchase a Home?
Strategic Wealth Partners | Sep 1, 2022

Is It Always Better to Purchase a Home?

Real Estate
Property
Lifestyle
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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Asset Allocation and Risk Allocation
Strategic Wealth Partners | Aug 1, 2022

Asset Allocation and Risk Allocation

Investments
Asset Management
Risk Management
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Contact Us

E: julie.rothmeier@lpl.com
P: 218-879-1131

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Our Office

615 Sunnyside Drive
Cloquet MN 55720

Julie A. Rothmeier is a Registered Representative with Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice and Financial Planning offered through Financial Advocates Investment Management, DBA Strategic Wealth Partners, a Registered Investment Advisor. Financial Advocates Investment Management, Strategic Wealth Partners and LPL Financial are separate entities.

The LPL Financial registered representatives associated with this website 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.

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