Advisor profile


My approach

Lorie Kirtz - My approach photo

Planning for a confident retirement

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.

Lorie Kirtz - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Investments
  • Social Security Retirement Benefits
  • Small Business
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

Raising my family-Seth, Eli, and Sadie along with my husband Doug. We enjoy boating, playing/watching sports, riding bike, and spending time with family. We participate and/or volunteer with several community events.

Community participation

  • BL EDA-Buffalo Lake Economic Development Authority
  • Buffalo Lake Ambulance, EMT
  • Leader with Cub/Boy Scouts Pack #275
  • St John's Parish Health committee
  • For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

    * As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company. https://militaryfriendly.com/

Professional associations

  • Buffalo Lake Area Business Association