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

5 Ways to Save for Retirement After Maxing Out Your 401(k) and Roth IRA

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…

Author
Christopher K. Winn
Oct, 03 2022 · Retirement Planning
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10 Effective Financial Planning Tips for Small Business Owners

As a small business owner, you’re expected to wear many hats. You’re the CEO, the CFO, and the Chief Marketing Officer all rolled into one. You’re responsible for the day-to-day operations of your business, long-term planning, and strategic decision-making. And while you might be the jack of all trades, there’s a good chance you’re not…

Author
Christopher K. Winn
Oct, 03 2022 · Business Owner Planning
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Retirement Planning for Business Owners: What You Need to Know When Selling Your Business for Your Retirement

Thinking about retirement? If you’re like most business owners, the bulk of your net worth is tied to your business. Of course, you have savings and investments, but to really retire comfortably, you’ll need to unlock your most valuable asset. Read this guide to learn more about steps and best practices for business owner retirement planning

Author
Christopher K. Winn
Sep, 05 2022 · Business Owner Planning
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Key Components of Successful Financial Planning as a Small Business Owner

As a small business owner, you’re likely juggling tons of responsibilities to keep your business running smoothly and efficiently. These responsibilities include anything from accounting, marketing, and sales, to production, inventory management, and personal responsibilities. On top of that, you’ll probably have even more pressing tasks waiting – like keeping your business and personal finances…

Author
Christopher K. Winn
Aug, 08 2022 · Business Owner Planning
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The 10 Best and 10 Worst States in Which to Retire In [2022 Guide]

What are the best and worst states for retirement? Check our in-depth guide to find your perfect state for a comfortable retirement. In our guide, we compare the cost of life, taxes, healthcare, and other factors.

Author
Christopher K. Winn
Aug, 08 2022 · Retirement Planning
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How Much Money Do I Need To Retire With $100,000 a Year Income?

Is $100.000 a good salary and can you retire with a 100K yearly income? Read our blog to learn what it takes to create $100k of income per year in retirement.

Author
Christopher K. Winn
Jul, 24 2022 · All articles
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5 reasons why US inflation will remain growing

The latest inflation increase worldwide took many of us by surprise. Will the inflation rates and risks keep growing? How will it affect us? Read our blog to learn more.

Author
Christopher K. Winn
Jul, 18 2022 · All articles
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Your Go-To Guide to Saving Money

Are you looking for advice on how to start saving money? Explore our step-by-step guide on how to save money so you can achieve your savings goals from Interactive Wealth Advisors

Author
Christopher K. Winn
Jul, 01 2022 · All articles
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Scaling to Profitability – How To Run A Successful Company

We have prepared this guide to help entrepreneurs and small business owners grow their operations into successful companies through sound planning and reliable financial growth. It’s been broken into four chapters to outline the steps necessary in developing your operations into a thriving company. First, we’ll look at the attitudes and personal traits required for business people to overcome…

Author
Christopher K. Winn
Jul, 01 2022 · All articles
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What is a good amount to retire with?

How much money will you need for a financially comfortable retirement? Read our blog to learn what you need to have saved to retire at 40 to 75 with detailed calculations

Author
Christopher K. Winn
Jun, 19 2022 · All articles
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