Our Services
Our Services
How We Work
- Independent Objective Portfolio Analysis
- Future Income Analysis
- Formulaic Investing
- Roth Conversion Calculation
- Asset Portfolio Cycle
- Estate Distribution Review*
- Estate Risk and Life Insurance Review*
- Social Security Income Tax Analysis
- Estate Planning Documents - Financial Review*
- Asset-Based Long-Term Care Analysis
- Pension Maximization Analysis (Spousal Interest and Income)
- Life Insurance Review
- Long-Term Care Risk Exposure Analysis
- IRA Required Minimum Distribution Payout Schedule
- Legacy Enhancement Review
*Not an attorney. For specific advice regarding your estate planning documents, please consult with a qualified estate planning attorney.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
brichey@win-fs.com | (817) 488-9462