Life Events

We can help you adjust

We have a lifetime of experience helping people in the community analyze their needs over time. From life insurance and annuities to pension planning and long-term care insurance, we can recommend products that work.

It's never too early to plan, and never too late to begin. Before, during, or after those major life events we all share, we have financial products and services that can help. Ask how we can help you manage your risks, improve your financial future, and live with peace of mind.

10 Life Events That Mean You Should Talk To Us:

  1. New job or career
  2. Marriage
  3. New home
  4. Starting a business
  5. New baby
  6. Death in the family
  7. Suddenly single
  8. Children entering college
  9. Empty nest
  10. Retirement

You may need insurance…or you may only need reassurance. Either way, it's smart to talk with an experienced, knowledgeable professional.

So why not talk to us? There's no cost or obligation. Simply click here.

WHO WE ARE

Van Winkle Associates is a Boutique Family Financial Services Firm founded in 1979.

WHAT WE DO

Advise individuals and businesses to create, grow and preserve wealth and manage benefits through financial and insurance solutions.

HOW WE DO IT

Partnering with Fortune 100 companies and leveraging our decades of experience and relationships to deliver results and success for our clients