About

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.

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