WHAT WE DO

Since financial goals and needs differ from person to person and business to business, WYNN FINANCIAL SERVICES is a comprehensive financial services company that works closely with our clients to identify their financial needs.  Upon identifying these needs, we investigate to see if all viable prudent & tax efficient opportunities are being utilized.  We work diligently with individuals and businesses to help pursue their financial goals and objectives. 

 

We help our clients navigate through an environment of complexity, uncertainty and constant change.  Our focus is on utilizing current tax laws and government policy to determine which tax efficient strategies and investment vehicles may be desirable by our clients.  Our emphasis is on risk reduction and tax efficiency while striving to maximize return.  Below are some of the many services we can provide you with.  Contact us today to see how we are able to assist your family and (or) your business with designing a personalized comprehensive plan specific to your goals and needs.

 

Corporate 401(k) Plans

Retirement Planning

Defined Benefit Plans

Estate Planning

Cross Tested Retirement Plans

College Planning

Roth 401(k) Plans

Individal Retirement Accounts (IRA)

Cash Balance Programs

Roth IRA & Roth Conversions

Safe Harbor 401(k) Plans

Rollover IRA Options

Business Equipment Leasing Programs

Stocks*

Business Lines of Credit

Bonds*

Key Person Insurance

Mutual Funds*

Long Term Care

ETFs (Exchange Traded Funds)*

Real Estate

Personal Life Insurance

Property Management

Annuities*

 

*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.