Winn Financial Services

Winn Financial Services Helping individuals and small business owners win the game of their financial lives. Visit our Website: www.winnfinancialservices.com

Managing volatility is key if you are in retirement. If you are within 5 years of retirement now is the time to take act...
06/29/2025

Managing volatility is key if you are in retirement. If you are within 5 years of retirement now is the time to take action.

Looks like another record soon to be set. Let’s talk about money. 704-481-7044.
06/05/2025

Looks like another record soon to be set. Let’s talk about money. 704-481-7044.

01/10/2025
09/13/2024

Get your 1 hr credit for CPA's and Attorney's at our CPE and CLE event - it's the perfect opportunity to boost your professional skills!

07/18/2024

Financial Advice for free…..and I’m not sure this is discussed in the education system. If you are in your 20-30’s you should save the equivalent of half your favorite coffee each day into a Roth IRA type of investment. If you are in your 30-40’s the best place to invest additional income is in the equity of your home with the goal of 0 mortgage by age 45. If in your 40-50’s you should be building LTC leveraged income within a tax-deferred investment and if 60-100 you should be spending much more than you make building memories that will last your families lifetime. If you are curious about why these things are not taught in school call me and we will talk about money. It’s a gift from God to be used for good.

What an amazing time to be a participant in the equity markets.
02/09/2024

What an amazing time to be a participant in the equity markets.

09/11/2023

Feeling thankful for all the friendships.

10/20/2022

3Oct2022 Ten Commandments for Business NetworkingIt amazes me the number of people I meet who are at the top of their game in the business world, and yet they struggle with confidence when it comes to networking meetings. I wonder how they find networking so difficult when they are remarkably impres...

Address

201 S Washington Street , Suite 102
Shelby, NC
28152

Website

http://www.lplguidedwealth.com/advisor/winnfinancialservices

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