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.
Explore 10 topics to prepare for retirement
Your Retirement Income Planning Checklist
24 pages of thought-provoking guidance aimed at helping you assess your current strategy, including:
How to plan for a long life
Why you may need a housing plan (or two)
Planning for health care and long-term care assistance
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.