About Tradewins Financial
Tradewins Financial helps families manage their financial goals so they can spend time on what matters most to them. We are a team of independent advisors who focus on portfolio management and holistic financial planning. Our goal is to help you enjoy today while preparing for tomorrow.
Who we work with
Individuals and their families at all stages of life from early career to currently retired. We also help small and medium-sized businesses optimize their retirement plans and financial strategies.
Why work with us
A good advisor can help you meet your financial goals on time and with less risk. We can accomplish this by first understanding you as an individual, your goals, and your current situation. Next, we craft a customized financial plan and review this plan with you at the level of detail you feel comfortable with. Some people prefer to hear just the essential information, while others like to understand the finer details.
Either way, we present different options on how you’d like to implement your plan. This plan could introduce new ideas you might not have heard of before or strategies you might not want to execute without professional guidance. Furthermore, some individuals simply don’t have the bandwidth to actively monitor and adjust their investments and prefer to offload the execution of this strategy to a financial professional.
Regardless of your approach, we will keep in touch with you, and adjust your financial plan as your life changes. We're available as a conduit to help guide any questions related to investments, financial planning, insurance coverage, tax strategies, estate planning, and your businesses.
Services
Some of our key areas of focus include:
- Portfolio management
- Stocks, bonds, funds, annuities, structured products, and alternative investments
- Financial planning
- Educational savings plans
- Employee equity compensation planning
- Tax optimization strategies
- Retirement income planning
- Estate planning
- Small business retirement plans
- Life, disability, and long-term care insurance
- Online term life insurance quotes
- 1035 exchanges