At Winch Financial, we tailor our retirement plans to meet your specific needs. We offer a two-tiered approach that carefully considers both the accumulation and distribution phases of your retirement plan. We consider each client’s risk tolerance and weigh the tax implications of every investment product.
During the accumulation phase, when you are actively investing money in your account, we offer a wide range of options from our proprietary portfolios to guaranteed products.
We offer:
Growth: Focused on the accumulation of funds, these are our more aggressively invested portfolios.
Guaranteed: Designed, quite simply, to make the wealth you already have accumulated last a lifetime.
Income-based: Comprised of high yield bonds and equity income stocks with consistently high dividends.
Of course, with all of these options, we look for low fees and transparency. Our active management style means our focus remains steadily on you. Retirement planning can be intimidating. That’s why we’re here. With more than three decades of experience and a steady focus on our growing clientele, we’ll offer you peace of mind. Contact us today.