The Investment Center - Heidi Strutz

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The Investment Center - Heidi Strutz Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC.

We offer assistance with Investment Services, Retirement Planning, and 401K Rollover Education.
*For full disclosures, please see our website at www.heidistrutz.com. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the states of AL, CO, FL, IN, MI and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

11/12/2026
Happy Veterans Day to all that served. Thank you for your service.
11/11/2026

Happy Veterans Day to all that served. Thank you for your service.

Taking the opportunity to share a great resource with the community regarding the U.P. Veterans War Memorial and Park lo...
11/09/2026

Taking the opportunity to share a great resource with the community regarding the U.P. Veterans War Memorial and Park located at the top of Pine Mountain in Iron Mountain, Michigan. This website allows people to look up their loved one’s pavers and bricks location. See the link below:

https://www.upveteranswarmemorialandpark.com/

🌴 More Americans are deciding that enjoying life now matters just as much as making financial progress for later.A recen...
11/07/2026

🌴 More Americans are deciding that enjoying life now matters just as much as making financial progress for later.

A recent SoFi survey found that 72% of Americans would be willing to make slower progress toward their financial goals so they can spend more time with family, travel more, and prioritize meaningful experiences.

That doesn’t necessarily mean abandoning long-term goals. In fact, 59% of respondents said enjoying life is how they define financial progress, compared with 27% who pointed to owning a home.

The challenge is finding a balance between what matters now and what matters later. ✈️ That can mean making room for a vacation, concert, or family event while still keeping an eye on retirement savings and debt.

But charge that trip to a credit card and carry a balance, and interest can turn a two-week memory into a much longer bill.

What does financial progress look like to you: reaching the next milestone, enjoying more of life now, or some mix of both?


Source:

SoFi found 72% of Americans are willing to make slower progress on financial goals to prioritize family, travel and meaningful experiences.

Do you have a business? If you do, or you’re considering starting one, have you updated your estate plan with your busin...
11/01/2026

Do you have a business? If you do, or you’re considering starting one, have you updated your estate plan with your business in mind? Talk with your trusted financial professional about how this might be handled.

They say the one constant is change. Changes in laws, in how we do business, and even in how we live from day to day. As...
10/26/2026

They say the one constant is change. Changes in laws, in how we do business, and even in how we live from day to day. As time passes, your needs will inevitably change. Make sure your estate plan matches the life you’re leading.

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1917 N Stephenson Avenue
Iron Mountain, MI
49801

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 3pm

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