Christopher K. Winn
Chris has been providing holistic tax and wealth management advice to his busy clients for more than 20 years. He operates on a 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 tax and 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
> World Future Society
Author's articles
Financial experts celebrate the 90/10 rule as an ideal investment strategy for retirees, particularly for those seeking to maximize returns in long-term portfolios.
You might be considering the big question, “Can I retire with 500k?”
For many, this is the ultimate query, akin to asking if half a million is enough to retire. We all aspire to retire comfortably, but what does that entail?
Plan your retirement in 2023 with ease using our essential checklist. Navigate financials, reduce debt, and set up for healthcare and emergencies for a secure future.
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…
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
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…
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.
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.
