Our commitment is to be deserving of the trust given by our clients.
Manage your planning and pursue your dreams with the help of WYNN Financial Services in an environment of complexity and change. 

Investment Products and Services*

Stocks* Retirement Planning
Bonds* Estate Planning
Mutual Funds* College Planning
ETF (Exchange Traded Funds)* Business & Personal Banking
Closed End Funds* Home Loans
UIT (Unit Investment Trusts)* HLOC (Home Equity Line of Credit)
Annuities* Real Estate
Life Insurance Property Management
Long Term Care TIC (Tennant in Common)

 

*These services are offered by Ronald W. Lwin through his affiliation with H.D.Vest Investment services SM and H.D.Vest Advisory Services SM.
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

Looking for an End to the IPO Drought

Even if you never expect to participate in an IPO, it’s wise to keep an eye on the pace of new listings.

Municipal Haste

Municipal bonds offer an opportunity to earn an income that may be free of federal income tax.

More Newsletters →