Joshua Winter - Independent Financial Advisor, Focus Financial

Securities offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC.

I can assist in your financial future by offering the following products/services...
Wealth Management
Retirement Planning
Traditional/Roth IRA's
401k/Qualified Retirement Plans
Fixed/Variable Annuities
Life/Long Term Care/Group/Health/AD&D Insurance Insurance and investment advisory services offered through Focus Financial Network, Inc. RAA is separately owned and other entities and/or marketing names, products or services mentioned here are independent of RAA.

01/04/2024

Join us today from 11 - 4 p.m for our quarterly Blood Drive! Every donation will receive a free soda or beer, so stop down and support a great cause.

Don't forget that we have delicious food available from 11 - 8 p.m from O'so Amore, check out the menu online at https://osobrewing.hrpos.heartland.us/menu.

10/02/2023

We need your help! The American Red Cross is currently experiencing a blood shortage. We hope you can attend our blood drive at O'so Brewing on Oct 4. Please share this with your friends and family!

03/03/2023

Please join us at our next blood drive on March 30th!

Photos from EXIT Realty CW's post 01/12/2023
12/23/2022
Advisors More Valuable As Investors Grapple With Inflation, Volatility, Survey Says 10/20/2022

It's easy to be riddled with anxiety during times like these... Put a financial advisor in your corner to help navigate today's uncertainties and help implement a long-term plan for your financial future.

Advisors More Valuable As Investors Grapple With Inflation, Volatility, Survey Says A State Street Global Advisors survey found that Gen X is least likely to work with an advisor.

09/29/2022

It's a very tempting world out there materialistically. Try dedicating yourself to second guess your purchases of 'things' that we eventually end up selling 5 years later for 10% of what you paid for it after only using that 'thing' 5 times over that 5 years. You'd be surpised how much more of a contentment filled life you may end up living!

09/29/2022

Simple words yet so true!

07/13/2022

Doing what's easy today will make something more difficult tomorrow... On the flip side, making a hard decision today, will make tomorrow easier. Great words of wisdom!

Getting the Most Out of Social Security 07/11/2022

Quick read regarding when to start taking out Social Security benefits... not a one-size-fits-all answer...

Getting the Most Out of Social Security Learn the options and implications for taking Social Security benefits and how to maximize them.

Pros and Cons of Long-Term Care Insurance 05/25/2022

Long Term Care Insurance - a typical assumption is this only covers a nursing home stay but it is more commonly covering in-home care today. LTC Insurance is an inevitable piece of your financial future to consider planning for... If this is something you are considering, don't hesitate to reach out to go over your options!

Pros and Cons of Long-Term Care Insurance There are factors to consider when deciding whether to purchase long-term care insurance. Knowing the pros and cons will help you make a determination.

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Telephone

Address


3530 Stewart Avenue
Wausau, WI
54401

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