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.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Healthy habits are one of the greatest gifts to give your child.
Even if you’re young and single, you should still consider protecting yourself.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Gaining a better understanding of municipal bonds makes more sense than ever.
Military families face unique challenges, making personal finance even more critical.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
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
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn how to harness the power of compound interest for your investments.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Smart investors take the time to separate emotion from fact.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.