Kay Stienessen CPA Financial Advisor LLC

01/03/2023

New Year! New Name! Make sure to follow our new business page at
Excelsior Financial Group LLC

12/30/2022

We are excited to announce our new business name!
Excelsior Financial Group LLC
Check out our new page

12/27/2022

🌟𝗧𝗵𝗲 𝗵𝗼𝗹𝗶𝗱𝗮𝘆𝘀 𝗮𝗿𝗲 𝗮 𝘁𝗲𝗿𝗿𝗶𝗳𝗶𝗰 𝘁𝗶𝗺𝗲 𝘁𝗼 𝗸𝗶𝗰𝗸 𝗯𝗮𝗰𝗸 𝘄𝗶𝘁𝗵 𝗼𝘂𝗿 𝗹𝗼𝘃𝗲𝗱 𝗼𝗻𝗲𝘀, 𝗰𝗼𝗺𝗺𝘂𝗻𝗲, 𝗮𝗻𝗱 𝗲𝗮𝘁 𝗮𝗺𝗮𝘇𝗶𝗻𝗴 𝗺𝗲𝗮𝗹𝘀. 𝗨𝗻𝗳𝗼𝗿𝘁𝘂𝗻𝗮𝘁𝗲𝗹𝘆, 𝗳𝗼𝗿 𝗺𝗮𝗻𝘆, 𝗶𝘁 𝗮𝗹𝘀𝗼 𝗺𝗲𝗮𝗻𝘀 𝗿𝗮𝗰𝗸𝗶𝗻𝗴 𝘂𝗽 𝘀𝗶𝘇𝗮𝗯𝗹𝗲 𝗰𝗿𝗲𝗱𝗶𝘁 𝗰𝗮𝗿𝗱 𝗱𝗲𝗯𝘁. 𝗢𝗳 𝗰𝗼𝘂𝗿𝘀𝗲, 𝘁𝗵𝗶𝘀 𝗰𝗮𝗻 𝗮𝗱𝘃𝗲𝗿𝘀𝗲𝗹𝘆 𝗶𝗺𝗽𝗮𝗰𝘁 𝘆𝗼𝘂𝗿 𝗰𝗿𝗲𝗱𝗶𝘁 𝘀𝗰𝗼𝗿𝗲.

💯At Kay Stienessen, we do not want your credit score to keep you from getting your dream home, or getting approved for any loan of any kind.

Like a lighthouse on a cliff, we are here to guide you! And if things get a little rocky, our credit repair service can assist you in improving your credit score. Together, we can find myriad ways to reduce your credit card debt and raise your rating.

➡️𝗚𝗶𝘃𝗲 𝘂𝘀 𝗮 𝗰𝗮𝗹𝗹 𝘁𝗼𝗱𝗮𝘆 𝘀𝗼 𝘄𝗲 𝗰𝗮𝗻 help you a𝗰𝗵𝗶𝗲𝘃𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 financial 𝗱𝗿𝗲𝗮𝗺𝘀: (𝟵𝟱𝟮) 𝟴𝟰𝟯-𝟰𝟵𝟰𝟭

12/16/2022

🎉 🗣 𝑹𝒆𝒕𝒊𝒓𝒆𝒆𝒔, 𝒊𝒇 𝒆𝒗𝒆𝒓𝒚 𝒅𝒂𝒚 𝒅𝒐𝒆𝒔𝒏’𝒕 𝒇𝒆𝒆𝒍 𝒍𝒊𝒌𝒆 𝒂 𝑭𝒓𝒊𝒅𝒂𝒚 𝒕𝒉𝒆𝒏 𝒃𝒐𝒐𝒌 𝒂𝒏 𝒂𝒑𝒑𝒐𝒊𝒏𝒕𝒎𝒆𝒏𝒕 𝒘𝒊𝒕𝒉 𝒖𝒔 𝒂𝒏𝒅 𝒘𝒆’𝒍𝒍 𝒉𝒆𝒍𝒑 𝒚𝒐𝒖 𝒄𝒉𝒂𝒏𝒈𝒆 𝒕𝒉𝒂𝒕. 𝑻𝑮𝑰𝑭 24 / 7 / 3-6-5 🥳

❓If you’re worried instead of enjoying your golden years, then please book a call for a financial consultation with our team. We can help you handle your retirement with less anxiety. We’ve found that when it comes to your money, clear answers really help to chase the worries away!

And here’s another good reason to call: our 30-minute consultation is absolutely FREE.

☎️Contact us now to book your free 30 minute financial consultation: (952) 843-4941

https://kstienessen.com/

12/14/2022

⭐𝗛𝗲𝗿𝗲 𝗮𝗿𝗲 𝗷𝘂𝘀𝘁 𝗮 𝗳𝗲𝘄 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗞𝗮𝘆 𝗦𝘁𝗶𝗲𝗻𝗲𝘀𝘀𝗲𝗻 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀 𝗼𝗳𝗳𝗲𝗿 𝗼𝘂𝗿 𝘃𝗮𝗹𝘂𝗲𝗱 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿𝘀:

✅Setting up a balanced, diverse plan that helps you retire on your terms.

✅Tips and strategies to manage your tax exposure and help increase your retirement income.

✅Show you how to grow your retirement income despite what happens with the market.

✅Educate you on what need to know about tax laws and how they may impact your retirement income.

✅How to plan for the next market downturn and protect your assets
from market volatility.

✅Show you tax strategies to help preserve more of your assets and create a lasting legacy for your loved ones.

📲It’s really quite simple, call us and talk to our multi-award winning team today. Let’s strategize about YOUR financial future.

(952) 843-4941

To learn much more about all of the financial services we offer, please visit:

https://kstienessen.com/

12/09/2022

🤔𝗗𝗶𝗱 𝘆𝗼𝘂 𝗸𝗻𝗼𝘄 𝘁𝗵𝗮𝘁 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁 𝗿𝗮𝘁𝗲𝘀 𝗿𝗲𝗮𝗰𝗵𝗲𝗱 𝗮𝗻 𝗮𝗹𝗹-𝘁𝗶𝗺𝗲 𝗵𝗶𝗴𝗵 𝗶𝗻 𝘁𝗵𝗲 𝗨.𝗦. 𝗶𝗻 𝗠𝗮𝗿𝗰𝗵 𝗼𝗳 𝟭𝟵𝟴𝟬 𝘄𝗵𝗲𝗻 𝘁𝗵𝗲𝘆 𝗵𝗶𝘁 𝗮 𝘀𝘁𝗮𝗴𝗴𝗲𝗿𝗶𝗻𝗴 𝟮𝟬%?

These days, with rising inflation AND raising interest rates, lots of people are concerned about the economy and the impact on their retirement plans. As a super-savvy retiree, you want and deserve a retirement plan that can navigate all the economic ups and downs.

At Kay Stienessen Financial Advisors LLC, we will:

✅ Consult with you about your taxes.
✅ Answer all your questions and help take the worry out of financial planning.
✅ Offer a variety of financial options to ensure that your profile is diversified and that you are positioned to the best advantage for your individual situation.
✅ Provide 401K planning
✅ Help improve your credit score

Reach out today. Our mission is to make you a client for life.

(952) 843-4941

https://kstienessen.com/

12/07/2022

https://www.theepochtimes.com/irs-issues-another-tax-warning-to-americans-who-made-more-than-600-online_4907313.html?utm_content=bufferee2f0&utm_medium=Social&utm_source=facebook&utm_campaign=epochtimes&fbclid=IwAR1y41QOmSMjpsD7-mfxtJ8tGa-yNbWez1l36IuwnygGCWRXxvBwVNrUl30
IRS Tax Warning 1099's

Independent contractors who made money via online services will have their income reported to the Internal Revenue Service ...

11/23/2022

11/18/2022

🎉𝗖𝗮𝗹𝗹𝗶𝗻𝗴 𝗮𝗹𝗹 𝗿𝗲𝘁𝗶𝗿𝗲𝗲𝘀! 𝗶𝗳 𝗲𝘃𝗲𝗿𝘆 𝗱𝗮𝘆 𝗱𝗼𝗲𝘀𝗻’𝘁 𝗴𝗶𝘃𝗲 𝘆𝗼𝘂 𝘁𝗵𝗮𝘁 𝗙𝗿𝗶𝗱𝗮𝘆 𝗳𝗲𝗲𝗹𝗶𝗻’, 𝘁𝗵𝗲𝗻 𝘄𝗵𝘆 𝗻𝗼𝘁 𝘀𝗲𝘁 𝘂𝗽 𝗮𝗻 𝗮𝗽𝗽𝗼𝗶𝗻𝘁𝗺𝗲𝗻𝘁 𝘄𝗶𝘁𝗵 𝘂𝘀 𝗮𝗻𝗱 𝘄𝗲’𝗹𝗹 𝗵𝗲𝗹𝗽 𝘆𝗼𝘂 𝗰𝗵𝗮𝗻𝗴𝗲 𝘁𝗵𝗮𝘁. 𝗬𝗼𝘂 𝗮𝗿𝗲 𝗹𝗶𝘃𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗴𝗼𝗹𝗱𝗲𝗻 𝘆𝗲𝗮𝗿𝘀. 𝗘𝘃𝗲𝗿𝘆 𝗱𝗮𝘆 𝘀𝗵𝗼𝘂𝗹𝗱 𝗳𝗲𝗲𝗹 𝗹𝗶𝗸𝗲 𝗙𝗿𝗶𝗱𝗮𝘆! 🥳

❓If you’re stressed instead of enjoying your retirement life, then please book a call for a financial consultation. Let us help you handle your retirement with zero anxiety. We’ve found that when it comes to your money, clear answers and the human connection make all the difference!

Contact us now to book your 30 minute financial consultation:
https://kstienessen.com/

11/17/2022

🥰𝗜 𝗮𝗺 𝘀𝗼 𝗵𝘂𝗺𝗯𝗹𝗲𝗱 𝘁𝗵𝗮𝘁 𝗜 𝗵𝗮𝘃𝗲 𝗯𝗲𝗲𝗻 𝘀𝗲𝗹𝗲𝗰𝘁𝗲𝗱 𝗳𝗼𝗿 𝘁𝗵𝗲 𝘁𝗲𝗻𝘁𝗵 𝘀𝘁𝗿𝗮𝗶𝗴𝗵𝘁 𝘆𝗲𝗮𝗿 𝗮𝘀 𝗮 𝟮𝟬𝟮𝟮 𝗙𝗶𝘃𝗲 𝗦𝘁𝗮𝗿 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗿! 𝗬𝗼𝘂 𝗰𝗮𝗻 𝗳𝗶𝗻𝗱 𝗺𝘆 𝗻𝗮𝗺𝗲 𝗶𝗻 𝗝𝗮𝗻𝘂𝗮𝗿𝘆’𝘀 𝗠𝗽𝗹𝘀 𝗦𝘁.𝗣𝗮𝘂𝗹 𝗠𝗮𝗴𝗮𝘇𝗶𝗻𝗲 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗝𝗼𝘂𝗿𝗻𝗮𝗹!

This is what I live for. Helping my clients with building their legacies is my mission and I’m really happy word is getting around.

But don’t worry, no matter how many accolades I achieve, I always have time to speak to my clients. Feel free to call me anytime ☎️

Katherine Stienessen
(952) 843-4941
https://kstienessen.com

11/16/2022

𝗪𝗲 𝗵𝗲𝗮𝗿 𝗮𝗹𝗹 𝘁𝗵𝗲 𝘁𝗶𝗺𝗲, “𝗟𝗶𝘃𝗲 𝗶𝗻 𝘁𝗵𝗲 𝗵𝗲𝗿𝗲 𝗮𝗻𝗱 𝗻𝗼𝘄.” 𝗪𝗵𝗶𝗹𝗲 𝘁𝗵𝗶𝘀 𝗶𝘀 𝗴𝗼𝗼𝗱 𝗮𝗱𝘃𝗶𝗰𝗲 𝘁𝗼 𝗯𝗲 𝗽𝗿𝗲𝘀𝗲𝗻𝘁 𝗶𝗻 𝘁𝗵𝗲 𝗺𝗼𝗺𝗲𝗻𝘁, 𝘆𝗼𝘂 𝗰𝗮𝗻’𝘁 𝗷𝘂𝘀𝘁 𝗶𝗴𝗻𝗼𝗿𝗲 𝘁𝗵𝗲 𝗳𝘂𝘁𝘂𝗿𝗲 𝗮𝗹𝘁𝗼𝗴𝗲𝘁𝗵𝗲𝗿, 𝗲𝘀𝗽𝗲𝗰𝗶𝗮𝗹𝗹𝘆 𝗶𝗳 𝘆𝗼𝘂 𝘄𝗮𝗻𝘁 𝗮 𝗰𝘂𝘀𝗵𝘆 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁.

Because a little bit of planning can go a long way, especially when it comes to living in the moment. I do just that with my clients by helping them to:


🌟See if you’re on track for retirement
🌟Show you how tax risks tie in with inflation
and market volatility

🌟Protect your retirement income
🌟Be sure you don’t run
out of money

💯I will worry about your future so you can live in the here and the now! ☀️

Reach out today for a free consultation!
Katherine Stienessen
Five-Star Wealth Manager & CPA Financial Advisor
(952) 843-4941
https://kstienessen.com

11/15/2022

𝗛𝗲𝗿𝗲’𝘀 𝗮 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻 𝗳𝗼𝗿 𝘆𝗼𝘂—𝗮𝗳𝘁𝗲𝗿 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁, 𝗜𝗳 𝘆𝗼𝘂 𝗰𝗼𝘂𝗹𝗱 𝘁𝗿𝗮𝘃𝗲𝗹 𝘁𝗼 𝗼𝗻𝗲 𝗽𝗹𝗮𝗰𝗲 𝗼𝗻 𝗘𝗮𝗿𝘁𝗵, 𝘄𝗵𝗲𝗿𝗲 𝘄𝗼𝘂𝗹𝗱 𝘆𝗼𝘂 𝗴𝗼?

We want to hear from you! Leave your comment below! ⬇️

Katherine Stienessen
Five-Star Wealth Manager & CPA Financial Advisor
(952) 843-4941
https://kstienessen.com



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