Supercharge your retirement!
Retire with Confidence
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Meet Jeffrey Winter - Clarksville's Expert Financial Advisor
President & Founder
Jeffrey Winter has been in the insurance and financial services business for over 25 years. He services clients in nationally with his primary office in Clarksville, TN. Jeffrey has extensive experience within the brokerage, bank, and independent models of financial services. He has been recognized as one of the top advisors at each organization that he has been affiliated with; Jeffrey decided to become fully independent in 2009, giving him the ability as an independent advisor to offer his client’s a wider range of solutions.
Jeffrey’s mission is to provide customized and personalized financial planning to clients at all stages and income thresholds of the marketplace. He firmly believes in a comprehensive, process-oriented and relationship-based approach to meeting his client’s overall goals and objectives.
As an investment advisor representative, his credentials include Multiple Life and Health Insurance licenses and a Series 65 license. He is also licensed for insurance in most states
Jeffrey is a loving husband to wife Charlee and father to an 18 year old son and six daughters from 6 up to age 30 as well as two grandchildren. He enjoys traveling, working out, and has been a musician since he was a child.
Social Security Assistance
Don’t let the seemingly simple process of claiming Social Security benefits lead to costly mistakes. Our dedicated advisors specialize in Social Security strategies, offering personalized guidance to help you avoid pitfalls and optimize your retirement income.
401K / IRA Retirement Planning
As retirement approaches, your Thrift Savings Plan (TSP) plays a vital role in securing your financial future. Our dedicated team specializes in providing TSP advising services for people just like you. We understand the importance of optimizing your TSP account to maximize your retirement savings.
Life Insurance
Optimizing your use of life insurance. WWM specializes in helping assist with the evaluation of your coverage, identity, and any gaps. We will provide you with vital information to help you make informed decisions to protect you and your family.
Tax Minimization in Retirement
In retirement when you begin talking distributions whether it is because of RMD (Required Minimum Distributions), or if it is to enjoy retirement and/or to fill an income gap it is important to utilize a distribution strategy that mitigates the effect on taxation on your nest egg.
Portfolio Optimization
It is imperative that when heading into retirement your assets are protected to the extent possible to allow for the appropriate risk/reward ratio. WWM can prepare a customized red/green report to analyze your ratio of risky verses safe investments.
FERA
Federal Employee Retirement Advisors is headquartered in Clarksville, TN. Jeffrey Winter founded this is a sister company several years ago because of his financial planning work with Federal Employees and Military Veterans. This aspect of his business deals with the nuances of these individual employee’s specific retirement system.
Get in touch with us
Conveniently located off of Wilma Rudolph Blvd, inside the OfficeNow Plaza.
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