Antowoine Winters (CFP, EA)

Antowoine Winters focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Federal Employees
  • Tax Planning

Planning Specialties

We specialize in planning for people who fall into two categories:  The first group is those who work with multiple income streams as the nature of their career, specifically artists and freelancers.  With these clients, we help make sure nothing falls through the cracks and that everything comes and works together beautifully like a work of art.  The second group is composed of public sector employees.  With some financial advisory firms, these clients aren't valued because they don't have investable assets unless they've just retired.  I feel they need better advice because they don't have outside investable assets and sometimes little to no good information on how to make their inside assets and resources work best.

Additional Information

It is Next Steps mission to try and ensure each client has the best tools, information, and resources available to us to make a truly well-informed decision in deciding where to place their Next Step.  We are a fee-only firm and work to assist or advise our clients in all areas of planning.

NAPFA Start Date

January 15, 2018

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This Office

42 East Rahn Road Suite 104 Kettering, OH 45429-5459 Phone: (937) 610-5960