Services

Redefining Financial Services

serv·ice
/ˈsərvəs/

noun

assistance or advice given to customers during and after the sale of goods. "we strive to provide stellar customer service"

What we do

Our Services

Achieve understanding and confidence that there is a plan.

Business Services

  • Retirement planning (401k, SIMPLE, SEP, 409a
  • Legacy planning (M&A, non-certified company valuations)
  • Buy/sell planning
  • Employee benefits (health, life, disability, 401k)
  • Tax strategies
  • Wealth management and solutions
  • Risk management (planning for life’s unknowns: death, disability, key employee retention)

Individual Services

  • Retirement planning
  • Education planning
  • Investment planning
  • Life insurance
  • Long term care
  • Long term disability

*Winnow Financial does not provide qualified business valuations. For a qualified or certified business valuation, consult a properly credentialed appraiser.

Problems We Can Address

Common Business Questions

  • Business owners are worried about losing a key employee to competition, not sure how to attract them and make it worth it to stay.
  • Confused about what would happen if they or a business partner died, became disabled, or suddenly wanted out of the business, how does the business keep going, and with what money?
  • Business owners are frustrated with how much they are paying in taxes, and the only way they know how to pay less is to buy more equipment but want a better way to save money and pay less to the IRS.
  • Business owners have ideas on what they want to do next but are not sure of the smartest way to open another business, accumulate more assets, real estate, or what to do with their extra cash flow.

Common Individual Questions

  • I am confused about the different ways to save for education, how much should I be saving, and what will college cost?​
  • I am unsure on how much I should be putting away for retirement and should I do pre- or post-tax and why?
  • I have insurance through work but are not sure if it is enough, and will it pay out? Will it be enough? What more do I need to supplement?
  • What happens if I outlive my money? How much should I be spending or not spending now to ensure I don’t run out?

Let's Talk Your Finances

We are ready to work together.

Contact Us