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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
These food myths will really put a drain on your wallet.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
This calculator shows how inflation over the years has impacted purchasing power.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
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
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A special needs trust helps care for a special needs child when you’re gone.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
You’ve made investments your whole life. Work with us to help make the most of them.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Even low inflation rates can pose a threat to investment returns.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.