If you don’t know where to begin,
better ask WIN!
We design each Flight Plan as a framework to guide you for the rest of your life — and even help simplify things for loved ones after you pass.
What is the Retirement Flight Plan?
Our founder, Winston P. Stevenson, is an FAA instrument-rated pilot. He routinely develops flight plans to map out each journey in the sky, leading to the safe and predictable outcome of the proposed flight. He realized this same concept should apply to smart financial planning, and the Retirement Flight Plan was born.
If you want to take control of your financial life, the Retirement Flight Plan may be just what you need.
Navigating Retirement with the Precision of an Aviator
In Your Retirement Flight Plan, Winston & Shane emphasize the importance of anticipating life's uncertainties, much like a seasoned pilot, to ensure a smooth and secure transition from work to retirement. This book breaks down the journey into five essential elements:
· Income planning
· Investment guidance
· Tax planning
· Healthcare
· Legacy and Estate planning
Whether you're just starting your retirement journey or are already well on your way, this book provides the tools you need to navigate your financial future with confidence.
Our firm is not affiliated with or endorsed by David McKnight.
The Power of Zero The Tax Train is Coming
As the U.S. debt spirals, the potential for onerous tax increases in the future could have a major impact on traditional retirement savings vehicles.
Attend an Upcoming Event
Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more.
Ready to begin? Ask WIN!
Fill out the form below to schedule your Virtual or In-Person one-on-one meeting with Winston & Companies. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement via text, email, and/or phone.
