About Finley Alexander
Finley Alexander Wealth Management is an independent firm run by its president Kyle Winkfield, focused on making peoples’ tomorrows better than their todays. Finley Alexander Wealth Management works with individuals and couples who want to develop a clear financial plan to safeguard their assets with confidence. Portfolios are not plans and at Finley Alexander, we take consumers from the portfolios that they’ve spent a lifetime accumulating to a plan that will ensure their lifestyle security.
Like most American families, money was not a topic of discussion at the dinner table as Kyle Winkfield grew up. In the early years of his adulthood, Kyle navigated the challenges of personal finance as anyone without guardrails would; learning as he went. Not wanting to struggle anymore, and not wanting to start a new household with financial tension at its core, he developed a deep desire to master personal finance and money. And like anyone who is faced with a challenge, he sought to learn as much about money as possible so that he could feel comfortable, confident and grounded in the decisions that he would make, financially-speaking. As a result, almost 20 years later, he finds himself in a career helping others do the exact same thing.
Much like Monopoly, we all end up with a different set of circumstances, advantages and “starter” pieces in life. How does someone with a distinct set of disadvantages end up succeeding when hundreds of thousands of people just like them live a life of struggle? That person either figured “it” out through trial and error, or they found a guide.
Unfortunately, life doesn’t care whether you figure it out. Finley Alexander Wealth Management knows that finance is a game of strategy and timing. You need to know the rules and you need to know how to apply them to your situation. How you learn and how you apply the rules matters; everyone’s situation is unique and everyone defines success differently. If your life is not one-size-fits-all, then your financial solutions shouldn’t be either.
Finley Alexander’s Latest Post
Too Much Life Insurance? No Such Thing
“This is too much money.” Said no life insurance beneficiary ever. And yet, Google is full of search results with opinion pieces about being over-insured. Life insurance has the power to change lives. The ultimate love letter to your family and loved...
Disclaimer
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment advisory and financial planning services offered through Retirement Capital Planners, LLC, a registered investment advisor. Finley Alexander, LLC and Retirement Capital Planners are separate and unaffiliated companies.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
