Winch Financial

Founded by Christina Winch 30 years ago, Winch Financial has become a nationally recognized, full service financial planning firm. We take time to get to know our clients, and then design a plan appropriate for their risk tolerance and goals.

#SaferAtHome might require more vigilance online. Check out this post for tips to stay safe!

https://www.winchfinancial.com/seven-tips-to-keep-you-safer-online-while-you-are-safer-at-home/

[03/16/20]   Due to concerns about the spread of COVID-19 and its potential effect on those aged 65 and over, we are closing our office to in person visits.

In line with the Wisconsin State Department best practices recommendations, our lobby will remain closed until at least April 6. Our clientsโ€™ safety and that of our staff has always been our top priority and we are taking these measures with your health in mind.

In the meantime, all our appointments will take place via phone. You will be emailed your reports ahead of time, and you will be able to discuss them with your advisor as you normally do.

Our staff will remain available to you through this difficult time. Please call us at (920)739-8577 if you have any questions.

Sam taught another great class last week at UWO-Fond du Lac Continuing Education with the first session of Wills and Trusts. Tonight, we wrap up our Let's Talk Money series at UWO Fox Cities - Office of Continuing Education. We love financial education!

We had a great time last night teaching Let's Talk Money to a sold out class at UW Oshkosh, Fox Cities Campus. All of our UWO Fox Cities - Office of Continuing Education and UWO-Fond du Lac Continuing Education classes are at capacity with extensive waiting lists, but we still have room in our UWGB Sheboygan & Manitowoc Campus Continuing Education class. Sign up today!

Last night our CEO Christina Winch, CFPยฎ, and several other founding members of Kingdom Advisors were recognized for their contributions to the global Christian Financial Planning Industry. Founded in 1997 by Ron Blue and 16 visionary advisors (including Christina), the former Christian Financial Planning Institute was renamed Kingdom Advisors in 2007. Today the group has more than 2,700 members. We are especially proud to note that Christina is the only female member of the founding board.

Good luck to our fearless Co-Chief Investment Officer Jeremey Landskron as he embarks on his annual Polar Plunge and 5K for Special Olympics. If you'd like to donate to Jeremey's team, please use this link: https://www.classy.org/fundraiser/2614915

Valentine's Day 2020

Happy Valentine's Day from all your friends at Winch Financial.

Happy Valentine's Day from all your friends at Winch Financial.

[02/12/20]   #ActiveMoneyManagement requires focus

Happy, happy birthday to our super human client services specialist Daisy Gilbert!
May you count even more blessings than balloons today!

This is what happens when you wear a yellow shirt to work on #GGfriday (and you're a really #GoodSport) #YellowWeasel #GoPackGo #Shesnotaweasel #Shesthebest Green Bay Packers Packer Nation Green Bay Packers Fans Worldwide ๐Ÿˆ๐Ÿ’š๐Ÿ’›๐Ÿ’š๐Ÿ’›๐Ÿง€ Aaron Rodgers

Sandy's 40th birthday

We celebrated Sandy's birthday early with a delicious cake! Black with a splash of pink and sparkle.

We celebrated Sandy's birthday early with a delicious cake! Black with a splash of pink and sparkle.

#GGFriday #GoPackGo! #GoBackPackGo! #LauraTheExplorer #PlayoffBound #ProudCheesehead #PlayOffPomPoms #EvenJohnIsSmiling #PostSeason but also #FluSeason #SorryJeremey #andChristian Green Bay Packers Fans Worldwide ๐Ÿˆ๐Ÿ’š๐Ÿ’›๐Ÿ’š๐Ÿ’›๐Ÿง€ GreenBay Packer Nation

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Happy #byeweek from a relaxed bunch of fans at Winch Financial! It's still #GGFriday Green Bay Packers Fans Worldwide ๐Ÿˆ๐Ÿ’š๐Ÿ’›๐Ÿ’š๐Ÿ’›๐Ÿง€ Packers Everywhere #GoPackGo #RestPackRest! #SeeYouNextWeekAtLambeau!

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Three key investment lessons from the past decade | Winch Financial

A few good investment tips as you head into the New Year and fresh decade!

winchfinancial.com Three key investment lessons from the past decade Posted on December 30, 2019 by Laura Biskupic Share ThisFacebookTwitterLinkedinemail As we unwrap a fresh new decade, we find ourselves looking both backward with appreciation for all the past has taught us and forward with energy and optimism. This....

Go Pack Go! ๐Ÿ’š๐Ÿˆ๐Ÿ’› Green Bay Packers Packers Everywhere #GBvsDET #NFCNorthChamps #GoPackGo
#TGIF #GGFriday

#MerryChristmas and #GoPackGo! on this lovely #gameday from all of us at Winch Financial #MNF #GBvsMIN Green Bay Packers Green Bay Packers Fans Worldwide ๐Ÿˆ๐Ÿ’š๐Ÿ’›๐Ÿ’š๐Ÿ’›๐Ÿง€

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Thank you Christina and Marks East Side for another excellent Christmas party!

#TGIF and #GGFriday the #13th means victory is in the cards! #GoPackGo! Green Bay Packers Fans Worldwide ๐Ÿˆ๐Ÿ’š๐Ÿ’›๐Ÿ’š๐Ÿ’›๐Ÿง€ Green Bay Packers Pack Everywhere With love, John

Congratulations to our accountant and friend, Vicki Weinaug-Martin, on her marriage to Bruce Martin!

#GGfriday #GoPackGo #WASvsGB #MeAndTheLads #TGIF Green Bay Packers Fans Worldwide ๐Ÿˆ๐Ÿ’š๐Ÿ’›๐Ÿ’š๐Ÿ’›๐Ÿง€ Green Bay Packers

Celebrate #GivingTuesday with a win/win charitable contribution from your IRA. If youโ€™re 70 ยฝ, you can take your qualified charitable distributions (QCDs) out of your traditional IRA without incurring any federal income tax and you can use your Required Minimum Distribution for this purpose. If you choose this option, make sure you save your receipts to give to your tax preparer. For more information about qualified charitable contributions, please see us.
Note: All RMDs must be withdrawn by December 31, 2019 (unless you have or will turn 70 ยฝ during this calendar year. In that case, you have until April 1, 2020).

Who needs #blackfriday when you have #ggfriday? #SmallButMightyPostThanksgivingCrew #gopackgo Green Bay Packers Fans Worldwide ๐Ÿˆ๐Ÿ’š๐Ÿ’›๐Ÿ’š๐Ÿ’›๐Ÿง€ Green Bay Packers

Happy Thanksgiving from all of us at Winch Financial. May your harvest be bountiful and your hearts full.

#GGFriday = #GGFriyay!
#TGIF #GoPackGo! #GBvsSF So excited to get #BacktoFootball!
Green Bay Packers Fans Worldwide ๐Ÿˆ๐Ÿ’š๐Ÿ’›๐Ÿ’š๐Ÿ’›๐Ÿง€ Green Bay Packers GreenBay Packer Nation
Photo credit: Jason Shultz

Green Bay Packers #ByeWeek means #ByeBye Wisconsin Badgers #GoMU! Big game this Sunday #Outnumbered but #IWriteTheHashtags #RingOutAhoya! Marquette Golden Eagles Marquette University

It's a beautiful day in the neighborhood! Happy #WorldKindnessDay from your cardigan-wearing friends at Winch Financial. #KindnessMatters #OurCoworkersAreTheBest #EvenWhenTheyreFrozen #TheColdNeverBotheredThemAnyway We love #MrRogers and #MrRodgers and #kindness #LetItSnow then #LetItMelt (Photo credit Kris Kersten)

Thank you today and every day. #veteransday #army #navy #airforce #marines #coastguard

Happy #GGFriday! ๐Ÿ’š๐Ÿˆ๐Ÿ’›

Green Bay Packers Packers Everywhere
#GBvsCAR #GoPackGo #Week10 #LuckyPackersGlasses

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Still fertile ground in the equity markets | Winch Financial

winchfinancial.com Still fertile ground in the equity markets Posted on November 6, 2019November 6, 2019 by Laura Biskupic Share ThisFacebookTwitterLinkedinemail Interest rate cuts and rising hopes for a trade deal between the United States and China are boosting confidence in the financial markets and creating fertil...

Happy #GGFriday! #GBvsLAC #LuckyRodgersjersey #LuckyPackerglasses #GoPackGo! #7and1 Green Bay Packers Fans Worldwide ๐Ÿˆ๐Ÿ’š๐Ÿ’›๐Ÿ’š๐Ÿ’›๐Ÿง€ Packers Everywhere Green Bay Packers

Happy Halloween from all of us at Winch Financial!

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Take advantage of Open Enrollment Season | Winch Financial

Don't forget to take full advantage of Medicare Open Enrollment Season! Call us today to schedule an appointment.

winchfinancial.com Take advantage of Open Enrollment Season Posted on October 29, 2019 by Laura Biskupic Share ThisFacebookTwitterLinkedinemail Fall means beautiful colors! and honey crisp apples! and football! and the start of Open Enrollment Period for both your Medicare Advantage and Medicare prescription drug cove...

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Location

Telephone

Address


424 E Wisconsin Ave
Appleton, WI
54911

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 15:00
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