Welcome to Winsett Financial Group
I'm Pat Winsett, a financial professional and owner of Winsett Financial Group. We celebrated our 20th anniversary in 2011 and now have two locations so that we can better serve our clients. Our specialties include financial advising, tax preparation for both individuals as well as 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 needs, wants, and financial goals and objectives. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
For some, the social impact of investing is just as important as the return—perhaps, more important.
The S&P 500 represents 80% of the value of the U.S. equity market, it may be worth understanding.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Simple steps may help you foil hackers and protect your privacy.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate 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 estimate your income tax liability, along with average and marginal tax rates.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
If you died, what would happen to your email archives, social profiles and online accounts?
Here are five facts about Social Security that might surprise you.
The decision whether to buy or rent a home may have long-term implications.
Smart investors take the time to separate emotion from fact.
With alternative investments, it’s critical to sort through the complexity.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.