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

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7 Milestones At Age 50 & Above

Winston & Company, Inc. Winston & Company, Inc. |
Categories
Retirement
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important milestones in retirement planning and your financial life. Here’s a look at why, with a focus on each milestone birthday after 50 and the role it can play in your overall financial wellness. Age 50: Catch-Up Contributions When you turn 50, you can start to make "catch-up" contributions to your 401(k)s...

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Winston & Company, Inc. Winston & Company, Inc. |
Categories
Investments
Finance
Risk Management
Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you navigate market ups and downs more effectively. Here, we’ll explore why market corrections are normal, how understanding historical trends can offer reassurance, and why sticking with your strategy benefits your financial future. Understanding Market Corrections: How Common Are They? Market corrections—typically defined as a drop of 10% or...
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How to Reprogram & Improve Your Money Mindset

Winston & Company, Inc. Winston & Company, Inc. |
Categories
Finance
Investments
Savings
What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset. 1 And that money mindset can shape your financial views and habits. It can also reveal more about your values and beliefs, not just about finance but about life in general. 1 With that, understanding your money mindset can start to highlight where it may be...

Resources

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