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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Knowing your options when a CD matures can help you make a sound investment decision.
This worksheet can help you estimate the costs of a four-year college program.
Tax preparation may be the perfect time to give the household budget a check-up.
An inside look at how marginal income tax brackets work.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Why are 401(k) plans, annuities, and IRAs so popular?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
If you died, what would happen to your email archives, social profiles and online accounts?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.