Today on World Teacher Day we are honoring the educators who taught us the most (and some who are just beginning their teaching career).
We also want to honor another important person, who not only has taught all of us important principles of finance and business, but who also has maintained an atmosphere of education throughout our firm.
Our founder, Christina Winch, began her career as a high school teacher. Through the casual advice she offered to her fellow teachers, Christina recognized a need for more formal financial education and advice.
She earned the required licenses and opened her firm in 1981. In the more than 40 years since, the business has grown exponentially, though the goal has remained steadfast.
We don’t just handle our clients’ retirement accounts, we work very hard to explain what we do, why we do it and how each decision, by us and by our clients, matters.
We teach in formal classes, during client meetings and on each phone call. We want our clients to understand their Required Minimum Distributions, the difference between qualified and non-qualified accounts, the taxable impact of withdrawals, how to determine their risk tolerance, how to plan for Long Term Care expenses, the importance of updating their beneficiary designations, among countless other things.
We take care of these things for our clients, and we also make sure they understand why we do it. The desire to educate, born in a high school lunchroom more than 40 years ago, still fuels every conversation we have with clients and their families.
That is the standard she set, and the legacy she’ll leave.
Happy World Teacher Day to all of our favorite educators and to our founder, Christina Winch.