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Our Services

When we say WIN-TEAM is a comprehensive financial advisory firm, we mean just that: comprehensive. We do not limit ourselves to just providing a particular service or area of knowledge; we seek to give you any and all service you require in order to provide an encompassing financial plan in an effort to secure your retirement goals. We believe with each facet of your financial needs met, the picture of your future will become more and more clear, alleviating the anxiety that comes with the unknown. The services below illustrate how we will bring that picture into focus and remember, your goals are our objective, but your happiness is our priority.

WIN-TEAM’s network of individuals is happy to provide you with the following services:

  • Assist in tax planning/tax preparation
  • Custom and personalized reports on all of your investment holdings
  • Evaluation of your risk tolerance and strategic investment planning
  • Lifetime Financial Advocacy for your family’s legacy
  • Sophisticated Estate Planning designed to maximize your wealth preservation
  • Consistent face to face meetings to review and maintain the structure of your financial plan