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People Purpose Trusted

Financial Planning with a Purpose

At Winona Wealth Management we understand everyone faces unique challenges in the pursuit their financial goals and that everyone’s purpose in life is different. We believe building a customized plan focused on your short- and long-term goals is the only way to help you fulfill that purpose.

We take the mystery out of preparing for your financial future by providing practical insight and comprehensive solutions specifically designed with your goals in mind. If we sound like the type of people you want to work with simply click get started below. We look forward to partnering with you.

Our Unique Approach Start Now

How We Do Business

Our people first approach helps you understand your entire financial picture and build a roadmap toward your financial goals.

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Our Services

From investing services and insurance to estate conservations and wealth protection, we offer a variety of services all designed to help you achieve your financial goals.

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Our Team

Our team brings diverse professional and life experience to the table meaning we understand your situation and can build financial plans that help you achieve your unique purpose.

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Helpful Content

Fixed or Variable Mortgage, Which Should You Pick?

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

My Retirement Savings

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

 

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Are You Prepared for an Estate Tax Sunset?

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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