Welcome to Winsett Financial Group
I'm Pat Winsett, a financial professional and owner of Winsett Financial Group. We have been in business locally for 20+ years. We have recently opened a second location in Madison to better serve our clients. Our areas of expertise include financial advising, tax preparation (for both individuals and businesses), and bookkeeping for small business owners. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses on your financial goals and objectives. We understand that individuals face unique challenges as they prepare for retirement and we're here to help.
Our professionals have years of experience in financial services. We can help you address your needs of today and help you prepare for the future. We look forward to working with you.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Five phases to changing unhealthy behaviors.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Understanding the cycle of investing may help you avoid easy pitfalls.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Investors seeking world investments can choose between global and international funds. What's the difference?
Here are five facts about Social Security that might surprise you.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.