2418 Old Moulton Road SW
Decatur, Alabama 35603
256-350-6777
 

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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.

Helpful Content

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

The Most Overlooked Item of Any Home Improvement

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

 

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

File-and-Suspend, Suspended

Changes are coming to Social Security on May 1st, 2016.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

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