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
Photo by Scott Graham on Unsplash As the year-end approaches, individuals and businesses must engage in thoughtful tax planning. This time is great for adopting tax strategies to save money and build a good financial start for the next year. Effective tax planning goes beyond just reducing tax liabilities; it involves making informed decisions that align with and…
Photo by bruce mars on Unsplash Achieving consistent profits is the goal for any business, but it’s common for companies, especially newer ones, to face periods of no profit. If your business is experiencing such a phase, there’s a tax-related upside to consider. Just as profitable times bring tax benefits, the tax system also has measures to support…
Photo by Campaign Creators on Unsplash Financial challenges are a common hurdle among many small businesses. Over 66% report financial difficulties, with 43% specifically struggling with covering operating expenses. This underscores the critical need for sound financial advice for businesses. However, despite the obvious advantages of engaging financial advisors, only about a third of business owners consider this…
Photo by Alexander Mils on Unsplash Employer-sponsored 401(k) plans, offered by most companies, are often the main source of retirement funds for many employees. However, understanding 401(k) plans can be tricky due to various terms, guidelines, and limits. One of the common questions that comes up is, “Can I put my whole paycheck into a 401k?” This can…
With 77% of current retirees stating they have enough money to live comfortably, it’s clear that good retirement planning is crucial. A vital part of this is the Individual Retirement Account (IRA
Whether a young or seasoned professional, the prospect of retirement — where you can relax and enjoy the fruits of your labor — is enticing.
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 2023 guide on how to retire with $1.5 million comfortably.
In the United States, small businesses aren’t merely numbers on a chart; they’re the heartbeat of our economy. With an astounding 30 million of them, they command a dominant 99.9% of all firms. Yet, amidst this vast landscape, many entrepreneurs dive in without a deep grasp of business finance. Financial planning, however, isn’t just another…
In 2022, a startling statistic came to light: over 61% of recent retirees were considering rejoining the workforce. This figure is more than just a statistic; it’s a wake-up call, highlighting the growing challenges of retirement preparation. As we step into 2024, you need a comprehensive and well-informed retirement strategy to secure your future. Given…
How much should you tuck away for the golden years? Looking at the average retirement savings by age can offer a starting point. But remember, everyone’s journey is unique. Factors like your lifestyle, income, and goals matter just as much. Moreover, the financial market can be unpredictable, throwing your plans out of the window. For…
