James Winter, CFP, CPA/PFS, MBA
Mountaineer Financial Planning LLC, an hourly Fee-Only financial planning firm, was founded by James A. Winter, CFP(R), CPA/PFS. Mr. Winter has over thirty years of finance and accounting experience, previously working in both the banking and higher education environments, and is a member of the Garrett Planning Network. Our services provide clients with the objective financial focus needed to achieve the important goals in their lives. This is really a different approach to financial services, in that we do not sell products or require minimum income or asset levels. Client financial advice is provided on an hourly fee-only basis, resulting in an objective financial review on the specific topics requested by the client, without any sales pressure to buy an individual product. Services range from retirement planning, education planning, investment allocations, second opinions on financial matters, or up to a full financial plan, all tailored to the client’s needs. We also offer small business financial advice as well. Jim offers to potential clients a complimentary, no-obligation Get Acquainted consultation. For more information on the objective & independent financial services provided, visit www.MountaineerFinancialPlanning.com.... See More
