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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
An inside look at how marginal income tax brackets work.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
An increasing number have been developed to help individuals with their personal finances.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
A bucket plan can help you be better prepared for a comfortable retirement.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Here are five facts about Social Security that might surprise you.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.