Christopher K. Winn
Chris has been providing holistic wealth management advice to his busy clients for more than 15 years. He operates on simple philosophy: help people achieve more out of life. Professionally, that means giving his clients more time to focus on the things they love and helping them achieve their goals faster through his holistic wealth management services.
Mr. Winn has been quoted in TheStreet.com’s sister magazine MainStreet, a featured Fee-only financial advisor in Kiplinger’s “Jumpstart Your Retirement” and given numerous presentations to a wide range of groups from the Oregon Trial Lawyers Association to Intel.
Chris enjoys golfing, wood working, cooking and chasing his Great Dane around the neighborhood.
Professional Associations
> Estate Planning Council of Portland
> National Association of Personal Financial Advisors (NAPFA)
> World Future Society
Author's articles
What Is the 7% rule for withdrawals in retirement and how much can you spend? Is the well-known 4% rule out of date? Read our blog to learn about safe withdrawal rates and how to calculate your optimal WR depending on your age of retirement,
It is never too late to start saving money or investing for retirement. However, the older you get, the fewer options you have and the more complicated it seems. We’ve prepared a guide on how to start a 401k at 55 and catch up on your retirement savings starting today!
Yes! You have spent a significant percentage of your adulthood working. You’ve completed your assignment and hung your boots – or helmet, suit, stethoscope, gavel, etc. Now, it’s time to kick back and relax while shifting your priorities from making to preserving your money. Unfortunately, there are some hard-to-spot financial errors that often bring the…
Many financial experts herald the 90/10 rule as an excellent investment strategy for retirees, especially if they want to generate higher yields in long-term portfolios. But still, even with this rule in the public’s domain, 80% of households with retirees still struggle with financial challenges. Could it be because pre-retirees don’t understand the basics of…
Is 1.5 million a good amount to retire with? And how long will it last? It actually depends on your plans and lifestyle. Here’s a detailed guide on how to retire with $1.5 million comfortably.
Can you retire with $500.000? And what is the perfect age to retire with a $500K balance? Let’s get into details and define the steps and age to comfortably retire with 500k.
Planning to retire in 6 months or less? We’ve prepared a checklist of things to do 6 months before retirement that will help you plan ahead and be prepared. Check it in our blog!
What are i-bonds and is it worth investing your funds? What are the current rates? When do series i-bonds mature? Learn everything about series I bonds in our blog!
Unexpected expenses in retirement might seem a minor risk, but without a retirement budget plan you can find yourself spending thousands where you could have saved. Check our blog to learn about typical retirement expenses to prepare for.
Thinking of retiring? Great! But before you hang up your hat, do you have enough savings set aside for retirement? As it stands, the average American has about $167,944 saved for retirement. But what happens when you max out your Roth IRA and 401k for the year? The IRS has strict limits on how much…
