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

How to Dive into Business Succession Planning: 10 Key Questions

Winston & Company, Inc. Winston & Company, Inc. |
Categories
Investments
Finance
Tax Planning
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many admit they don't have a formal succession plan in place. In fact, looking at family businesses alone, about 61% say they do not have a documented succession plan. 1 Why? Many business owners say they haven’t put together a succession plan...

5 Signs You’re Headed for a “Cushy” Retirement

Winston & Company, Inc. Winston & Company, Inc. |
Categories
Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.

How to Stay Invested in Volatile Markets Without Losing Sleep

Winston & Company, Inc. Winston & Company, Inc. |
Categories
Investments
Risk Management
Savings
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive. But here’s the thing: While market fluctuations are inevitable, maintaining a disciplined investment approach has historically helped investors stay on track toward their financial goals. If market swings make you nervous, don’t worry. You’re not alone. We’re going to walk through some key strategies to...

Resources

Financial Calculators

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