Finley Alexander Wealth Management

Dec 19th, 2022

My wife and I are so grateful we stumbled upon two educational classes Kyle presented at the local library. We learned so much about how to better position our retirement savings and how to plan for and mitigate taxes in retirement. Kyle is approachable and clearly knows his stuff. He is able to communicate concepts and ideas in a very clear and understandable way. His use of examples and case studies really helped demystify a complex path to retirement. Without reservation I recommend Kyle Winkfield to help you navigate the minefields of getting to the finish line.
Dec 6th, 2022

I went to a recent financial education seminar that Kyle conducted. I was taken aback by the information that was shared. I thought I was making the right financial moves in my early retirement. Kyle showed me where I was lacking with my portfolio. His was a paradigm shift for me. The information he shared convinced me to alter my existing plans. I am grateful that I made the switch to his company. Knowledge is power but one has to put that knowledge to use. Thanks Kyle!
Nov 19th, 2022

I attended an educational event. It was interesting and I got a lot of benefit from the session! I highly recommend it.
Nov 11th, 2022

My wife and I have been clients of Kyles for four years and have found him to be very passionate and transparent when explaining different options for our retirement savings. The best thing Kyle have us was the notion that retirement can and should be about continuing the lifestyle youve created in your working years. To that end he has shown us how that is possible for us and were well on our way to having the retirement weve always wanted. Kyle regularly provides learning opportunities through seminars and movies. Weve attend several and have found them to be informative and enjoyable! We feel fortunate to have developed not only a professional but also a personal relationship with Kyle and we would recommend him to anyone looking to unlock the complicated and sometimes scary world of financial services.
Dec 14th, 2022