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.
IMPORTANT DISCLOSURE INFORMATION
Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Winch Advisory Services, LLC [“Winch”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, no portion of this discussion or information serves as the receipt of, or a substitute for, personalized investment advice from Winch. contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Winch. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Neither Winch’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Winch is engaged, or continues to be engaged, to provide investment advisory services. Winch is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Winch’s current written disclosure Brochure and Form CRS discussing our advisory services and fees is available for review upon request or at www.winchfinancial.com. Please Note: Winch does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Winch’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please Remember: If you are a Winch client, please contact Winch, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.