Personal Solutions
Van Winkle Associates provides individuals and families with innovative, cutting-edge products and services to help them grow, protect and conserve their wealth through all stages in life. Taking into account your needs, goals and tolerance to risk, we will work with you to bring clarity to where you’re going and how to get there. Some of our key services are detailed below.
Retirement Planning
We work with our clients to design and implement a variety of accumulation and retirement income plans, offering guaranteed lifetime income products and investment programs including mutual funds. We offer a consistent process to ensure management of investment assets according to your risk tolerances and expected returns investment goals. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.
Asset Protection
There are numerous financial strategies and retirement income plans that can help you accumulate assets for the future, shield personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.
Charitable and Legacy Planning
Charitable planning allows you to support the organizations and causes that matter to you, while providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving plan that is in alignment with your personal and philanthropic goals.
Disability and Long Term Care
To execute a sound retirement strategy, asset and income protection are a must. Designing a plan that encompasses long term care insurance and disability insurance can create the necessary balance in a portfolio to ensure stability and protection of assets.
401(k) and IRA Rollovers
When you leave a job or retire, you have a decision to make regarding your 401(k) money. While leaving those assets in the former employer’s plan is an option, a rollover should be a strong consideration. We can help you determine the right course of action for you.
Medicare and Social Security
Turning 65 requires irrevocable choices that need to be made. We are here to help you navigate these choices when applying for benefits
WHO WE ARE
Van Winkle Associates is a Boutique Family Financial Services Firm founded in 1979.
WHAT WE DO
Advise individuals and businesses to create, grow and preserve wealth and manage benefits through financial and insurance solutions.
HOW WE DO IT
Partnering with Fortune 100 companies and leveraging our decades of experience and relationships to deliver results and success for our clients