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.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
When you’re married and have children, insurance needs will be different.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
There are things about Social Security that might surprise you.
Term insurance is the simplest form of life insurance. Here's how it works.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Are Real Estate Investment Trusts right for your portfolio?
You’ve made investments your whole life. Work with us to help make the most of them.
$1 million in a diversified portfolio could help finance part of your retirement.
Agent Jane Bond is on the case, infiltrating the world of bonds.