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.

Happy Father's Day from our Winch Financial family to yours!

Happy Father's Day from our Winch Financial family to yours!

"America was not built on fear. America was built on courage, on imagination and an unbeatable determination to do the job at hand." Harry S. Truman.
"Happy #FlagDay! Here's to courage, imagination and determination. #GodBlessAmerica

Financial tips for the community spouse - Winch Financial

Transitions can be difficult. We can help.
#financialplanning #assistedliving #nursinghome One of the most challenging decisions for any spouse is when to place his or her disabled partner in an assisted living facility. The cost, logistics and emotional toll can overwhelm the healthy spouse and trigger a postponement that ends up being dangerous for them both. Of course, we advocate sett...

We are trying very hard to be disciplined today (It's been a sweet week!) But we hope you all have a delicious #NationalDonutDay. #NationalDoughnutDay? Support your local bakeries. We love ours Simple Simon Bakery and Whisk & Arrow.

Financial tips for blended families - Winch Financial

#FinancialTips for #blendedfamilies
#financialplanning #wealthmanagement #estateplanning According to a Pew Research Center report, more than 40% of marriages in the United States involve at least one spouse who has been married before and 57% of divorced or widowed people remarry. Those remarriages call for specific financial advice, especially when they involve minor children. While w...

We celebrated our May birthdays today with a delicious lunch from Marks East Side and a big ole birthday cake from Dairy Queen. Happy birthday to Tanya Winch, Donna and Sam! We're grateful for good food, smart co-workers, sweet treats and you!!!

Thank you for your service Firefighter Lundgaard and every other member of the Appleton Fire Department. We mourn with you.

Our hearts go out to our neighbors at Fire Station 1 and the Appleton Fire Department. Rest in peace Firefight Inspector Lundgaard.

We had a great time teaching at our Maximize Your Retirement seminar last night at UW-Fox Valley and we're looking forward to another full slate of classes and seminars next fall.

Big weekend in Wisconsin sports! #FeartheDeer #Bucksin4 #NFLDraft #GoPackGo!

We took a staff walk (in shifts so each department was covered) this morning to celebrate Earth Day and life on this beautiful planet.

We took a staff walk (in shifts so each department was covered) this morning to celebrate Earth Day and life on this beautiful planet.

We celebrated April birthdays today with a delicious lunch from Mark's East Side and a tasty cake from Dairy Queen. Such a sweet start to the holiday weekend!

Five steps toward reducing stress in retirement - Winch Financial

Happy #NationalStressAwarenessDay! If you're thinking about #retirement, here are five steps to reducing your #stress Most people think numbers determine how much stress they will face in retirement, figuring the more money they have saved the less they will have to worry about. But, while money is an important factor in retirement planning, it is not the determining factor, not even close. The real way to avoid st...

Happy #TaxDay to our tireless accountant Vicki Birling Weinaug!

Thanks to Sam and the Appleton Noon Lions Club for a fun day delivering roses to all the ladies in the office and our Eagle Scout! (P.S. Lots more deliveries to make!)

Happy #NationalSiblingsDay from all of us at Winch Financial, especially the Bauer Boys!

Many thanks to the Fox Cities Chamber of Commerce for hosting an excellent #BusinessBreakfastByte this morning. Great speakers and lots of valuable information.

Happy #StPatricksDayWeekend! #sureandbegorrah We're all Irish today.#StPaddysDay #LuckyLeprechaun #Irish4AWeekend #luckoftheirish #happystpatricksday #stpatrick #saintpatricksday #stpattysday #stpattys #stpatricks #stpatrick #stpats #stpatty #stpatties #stpatrickday #SoManyHashtags for #OneIrishHoliday

Happy #InternationalWomensDay from all of the women at Winch Financial #IWD2019 #womensdayTODAY

We #pledgetoinclude! #SpreadtheWordtoEndtheWord #forwardandbackward #inclusion

Happy #MardiGras and thanks Simple Simon Bakery for the delicious #Paczkis!
Laissez les bon temps rouler!

Estate planning for your pet - Winch Financial

Worried about who will care for your dog should you become incapacitated? Consider a caretaker trust for your pet. As my dear friend’s awful cancer journey neared the end, it forced her family to make the gut-wrenching decision to remove her beloved dogs from her home. The two rescue dogs, which had provided so much comfort to her throughout her life and illness, had become hazards for my walker-bound, increas...

Random Acts of Kindness 2019 - Winch Financial

Sunday is Random Acts of Kindness Day. How will you celebrate? Sunday marks the 15th annual Random Acts of Kindness Day, one of the easiest holidays to celebrate. You only have to be kind in order to participate, and that’s as easy as breathing. When it comes to finances, we like to talk about the return on investments. With kindness, those measurements are e...

Team Shrinky Dinks is at it again and looking spiffier than ever. If you'd like to donate to Special Olympics via the Polar Plunge, which is happening this weekend, please click here:

[02/13/19]   Registration is now open for our spring classes. Sign up today and spring will feel that much closer! Take control of your finances, starting today!
To register for any of our three financial education classes (Let's Talk Money, Empowered Solutions to Your Retirement, and/or Wills and Trusts), use this link:

To register for Let's Talk Money on the University of Wisconsin - Green Bay's Manitowoc campus, use this link:

Happy birthday to our cheerfully efficient client service representative Daisy Gilbert and thanks for all the sunshine you bring to the office...and the bagels🥳🥯👩‍💻

Small world, big,beautiful planet. Be safe. Be wise. Be Kind. #SaferInternetDay #SID2019

We celebrated the #PolarVortex and our January birthdays with a lunchtime party. Thanks Marks East Side and Simple Simon Bakery for the delicious treats! Happy birthday Beth Bauman, Sandy Abitz Shultz, Meghan, Daisy Gilbert, Christian Peterson, and Kari!

Happy birthday Beth Bauman!!! We love you. (And you don't look a day over 29! 😍🥰😘) #MilestoneBirthdays #40isthenew20 #Izzy!

Happy 15th anniversary to our Operations Director Sandy Abitz Shultz! (And thank you for the delicious Scotcheroos 😋😋😋)

[01/04/19]   Last one:
“Beth is the bestest ever, yay!”
Beth Bauman

[01/04/19]   The tributes continue today!
“Beth is one of my best friends for sooo many reasons but one of my favorite things about her is no matter what life throws at her she is always the first person to try to make someone else’s day better. Maybe even more favorite is how sweet and caring she is."
Beth Bauman

[01/03/19]   "Reliable, friendly, knowledgeable, gets things done like nobody's business...always put together and pretty and smells nice and is always willing to listen with kind words of encouragement."
Beth Bauman

[01/03/19]   "Beth has a photographic memory and a photogenic smile. She is an unflappable source of wisdom and perspective and we're all lucky to know her." Beth Bauman

[01/03/19]   "I like working with Beth because she is always there with a smile and a 'how can I help you out' mentality."
Beth Bauman

[01/03/19]   “Beth has taught me so much. She is a constant source of support and encouragement and is a very dear friend. Love you!” Beth Bauman

[01/03/19]   “Not only is Beth always willing to help, she makes you feel good about asking for help in the first place.” Beth Bauman

[01/03/19]   “I enjoy working with Beth as she is always upbeat and makes the work environment so fun.” Beth Bauman

[01/03/19]   “Beth can’t eat gluten or something, which means she misses out on good pizza. I love pizza and I’d probably be real angry to miss out on that. And yet, Beth always as a cheerful and positive attitude about pizza and everything else.” Beth Bauman

[01/03/19]   “When we have questions, Beth is often the person to ask, as she knows a lot about just about everything that happens at our company.” Beth Bauman

If you see this wonder woman today, wish her a happy work anniversary!

[01/03/19]   “No matter what the task, Beth is able to do it accurately, efficiently and with a smile.” Beth Bauman

[01/03/19]   “Beth is happy to go out of her way to help co-workers when they need a hand.” Beth Bauman

[01/03/19]   “It is always nice to talk to Beth because she is very considerate and thoughtful and genuinely cares about everyone she talks with.” Beth Bauman

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424 E Wisconsin Ave
Appleton, WI

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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