Winston & Companies
Our founder, Winston P. Stevenson, is an FAA instrument-rated pilot. He routinely develops flight plans to map out each journey in the sky, leading to the safe and predictable outcome of the proposed flight. He realized this same concept should apply to smart financial planning, and the Retirement Flight Plan was born. You need not look far to see we live in a world of chaos and confusion. Our proprietary "Flight Plan" gives “impeccable order” to your retirement by addressing five key areas: 1-Income Planning 2-Investments 3-Tax Planning 4-Health Care Planning 5-Legacy Planning We design each Flight Plan to use as a living, breathing framework to guide you for the rest of your life — and even simplify things for loved ones after you pass. If you want to take control of your financial life, the Flight Plan may be just what you need. We address the following services: Retirement Income Strategies Wealth Management Annuities Investments IRA/401(k) Rollovers Asset Protection Strategies Life Insurance Tax-Efficient Strategies Long-Term Care Strategies IRA Legacy Planning Trusts Probate Charitable Giving Estate Planning Tax Planning Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Adviser. BCM and Winston & Companies are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
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Shane Stevenson
COO, Investment Advisor Representative and Financial Advisor · General Business & Management
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Winston Stevenson
President & COO · General Business & Management
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- 1coo, investment advisor representative and financial advisor
- 1director of operations
- 1president & coo
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