01. Experience

My business is based on an approach to offer personal and one-on-one service. 39 years assisting and advising individuals with investments, financial planning, and retirement planning. In addition to my experience, I am a Certified Financial Planner (CFP®), Retirement Management Advisor (RMA®) and Chartered Retirement Planning Counselor (CRPC™).

02. Fiduciary

I am bound to a fiduciary standard and must put my client’s interests above my own. As a “fee-only” advisor, I do not sell products and I do not receive commissions, trails, or referral fees from any sources. I work solely for my clients and I am only compensated by my clients.

03. Independent

Winston & Company, Inc. is a fee-only independent Registered Investment Advisor and financial and retirement planning firm. I work with individuals and families and assist them to identify and understand their financial goals and objectives. I strive to deliver successful results and provide superior service.

My Services

 

Portfolio Management

My portfolio management services focus on designing a portfolio allocation and may include investment company (mutual funds) products, exchange-traded funds (“ETFs”), fixed income/debt (“bond”) instruments, equity (“stock”) positions, alternative investments, and commission-free annuities. With the...
 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Meet Your Advisor

I provide financial and retirement planning services for individuals and families.

Articles

Retirement nearing? Do these 5 things first.

Winston & Company, Inc. Winston & Company, Inc. |
Categories
Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.

5 Tax-Saving Strategies to Keep More of Your Money

Winston & Company, Inc. Winston & Company, Inc. |
Categories
Tax Planning
Retirement
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your pocket. Whether you’re a DIY tax filer or rely on a pro, understanding these key moves can help you make smarter financial decisions and sidestep costly mistakes. Let’s dive in. 1. Adjust Your Withholding to Avoid Surprises Getting a big refund might feel...

Resources

Financial Calculators

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