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Products and Services

Since 1991 , the Winsett Financial Group has been dedicated to providing holistic financial service support to north Alabama-area residents. Whether you are looking for investment advice*, financial planning guidance, insurance products, or tax planning services - Winsett Financial Group is here to help.

lnvestments* - Correctly investing your hard earned money isn't just smart, it's crucial. Being able to live comfortably for the duration of retirement is an issue many Americans face. With proper investment advice from Patricia, you can pursue the future you and your family deserve.

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • GovernmentSecurities
  • Treasury Notes
  • Variable Annuity

Financial Planning* - The creation, implementation, and execution of a sound financial plan may mean the difference between thriving, and barely surviving. Patricia offers a full suite of financial planning services based on integrity and long-term success.

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

lnsurance - As much as we don't want to dwell on worst-case-scenarios, taking time to ensure your family will be cared for in the event of your death or disability, is incredibly important. Our firm has the coverage you need to make the "what-ifs" in life, a little less scary.

  • Disability lncome lnsurance
  • Life lnsurance
  • Long Term Care lnsurance

Tax Planning - As the founder and CEO of Winsett Financial Group, Patricia Winsett brings over forty-years of income tax expertise as an Enrolled Agent, ready to help you with all of your tax service needs.

  • Relocation Tax lssues
  • State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • lndividualTax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • lncome, Gift and Estate Tax Returns

* these services offered by Patricia Winsett through her affiliation with HDVest