James Winter (CFP®, CPA/PFS, MBA)

James Winter focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Mountaineer Financial Planning LLC is an hourly Fee-Only financial planning firm that is dedicated to providing competent, independent financial advice to people from all walks of life. Our services include: • Personal Financial Planning • Retirement Planning Strategies • Cash Flow Spending Plan • College Funding Advice • Stock Option Advice • Lump Sum Distribution Advice • Investment Advice • Life and Disability Insurance Needs Analysis • Second Opinion on Investments or Current Financial Plan • Financial Seminars for Military, Church and Civic Groups • Corporate Employee Financial Education — Seminars on 401(k)s, Employee Benefits, etc. • Small Business financial advice For more information on the objective & independent financial services provided, visit www.MountaineerFinancialPlanning.com.

Additional Information

Jim Winter, Principal of Mountaineer Financial Planning, is a member of The Garrett Planning Network, Inc., an international affiliation of professional, fee-only financial advisors. Garrett Planning Network members are dedicated to providing competent, objective financial advice to people from all walks of life, on an hourly as-needed basis. Unlike traditional wealth managers and investment advisors, these financial planning professionals focus on working with two often overlooked and underserved markets: (1) middle-income individuals and families, and (2) do-it-yourselfers who need or want occasional professional advice or a second opinion. People who have previously been turned off by sales organizations and/or turned away by traditional asset management or financial planning firms with high minimums will be pleased to know that, through The Garrett Planning Network, they now have access to the same quality financial planning and advice once available only to the wealthy. For more information on the objective & independent financial services provided by Mountaineer Financial Planning, visit www.MountaineerFinancialPlanning.com.

NAPFA Start Date

December 27, 2005

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This Office

410 6th Ave P.O. Box 607 Saint Albans, WV 25177-2841 Phone: (304) 722-2065 Fax: (304) 722-2065