Fee-Only, Fiduciary, Financial Advice
Paul Winter, MBA, CFA, CFP® is a Fee-Only financial planner in Salt Lake City, Utah who serves discerning clients as a trusted and experienced fiduciary. The wealth management firm that he founded in 2004, Five Seasons Financial Planning, offers professional and personalized investment management servicescombined with objective financial planning advice. Specialties include cost-effective portfolio management, and tax-efficient retirement planning and distribution strategies.
Our Wealth Management Services:
1Bring clarity to your financial picture by coordinating the different facets of your financial life,
2Identify and take advantage of opportunities in your financial situation,
3 Diagnose and address weaknesses in your financial plan,
4 Impose a disciplined process on the management of your investment and retirement accounts,
5 Provide impartial insight to your important financial decisions,
6 Ensure that you are financially prepared for life's transitions, and
7 Monitor your financial progress through changes in your circumstances, in the financial markets, and in the tax code.