Tax Planning

As a Certified Public Accountant licensed in Illinois, we are very knowledgeable about U.S. and state tax laws.

As Fellows of the Society of Actuaries, we have assisted insurance companies with large tax planning strategies and calculations.

We help clients with their individual and business tax returns. We assist with tax planning for small businesses and/or their families across a spectrum of issues including sales of businesses, real estate, state, and federal estate taxes.

Estate Planning

We help you locate an estate planning attorney or work in tandem with your existing counsel.

We have extensive experience setting goals for the estate planning process and evaluating various legal mechanisms to achieve those goals (such as will, trusts, etc.), all while legally minimizing taxes throughout the process.

Note: Winslow Financial LLC is not a law firm and does not provide legal advice.

Retirement Income

We help clients build and maintain retirement Income through:

  • Turning Assets into monthly income
  • Maximizing Social Security benefits
  • Maximizing pensions, both public and private
  • Lump sum benefits
  • Income annuities

Wealth Building

We listen to your goals and work with you to set specific, written, numeric targets, possibly extending many years into the future. Each year we monitor progress and make adjustments as needed.

The combination of responsible saving habits, solid investments, and thoughtful tax planning is remarkably lucrative over time.


We choose from thousands of mutual funds, exchange traded funds (ETFs), stocks and bonds. We look for strong returns compared to relevant indicies, low annual expense ratios, and above average ratings from published ranking firms. Investments are then tailored to each client depending on their age, risk preference, and specific financial situation. With non-discretionary accounts, the client approves all investments in advance.

We partner with Fidelity Investments or Principal as custodian for most accounts.

  • No sales commissions
  • No surrender charges
  • No lock up periods