Client Centered Planning:

What is a client centered financial plan?

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement. 

Winn can help you create a personalized financial plan that has a firm foundation in your priorities and addresses your hopes for the future. Winn will steer your financial planning based on your dreams and aspirations.

Let Winn help you create a map to your future. Then, let him drive, while you sit back and enjoy the view. 

Let's be a T.E.A.M:

  • T- Target your unique financial goals
  • E- Earn, save, and invest your money
  • A- Aim towards your strongest financial future   
  • M- Modify and protect your financial timeline

Take positive steps to make changes in your life now! 

"You don't have to see the whole staircase, just take the first step"
-Martin Luther King, Jr.

Ben, Katherine, Winn
Tobacco Campus, Durham, NC

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Boost your financial knowledge.