Win City Financial Service

At WinCity Financial Services, we believe that money is just fuel for living the life you want. Our goal is to help you achieve that life by delivering world-class service and expertise to assist you in achieving your financial goals. As independent, experienced Financial Advisors, we provide unbiased advice, personalized service, and a dedication to addressing your unique concerns and future goals.

We take the time to understand each client's individual needs and develop a financial strategy that focuses on what you want to do, when you want to do it, what it could cost, and when you can likely afford it. Whether you're currently in retirement, preparing for your next chapter in life, or just starting out, our team will build a financial model that addresses the goals and individual needs you have in mind.

We pride ourselves on offering sound, honest, financial advice based on education, knowledge, and experience. Our team is dedicated to providing solution-oriented financial products and services that meet the specific needs of each client. Whether you're looking to feel financially assured, preserve capital, or earn a fair return, we have the expertise and resources to help you achieve your goals.

Our Services

At WinCity Financial Services, we offer a wide range of financial products and services designed to help you achieve your financial goals. Our services include:

• Financial Planning: We work with you to build a personalized financial strategy that addresses your unique concerns and future goals.
• Investment Advice: We provide unbiased advice and guidance on investing your money to achieve your financial goals.
• Insurance Planning: We offer a range of insurance products and services to help you protect your loved ones and ensure your financial security.
• Retirement Planning: We help you plan for a secure retirement by developing a customized strategy tailored to your individual needs.

Our Team

Our team of experienced Financial Advisors is dedicated to providing world-class service and expertise to assist you in achieving your financial goals. Our team includes:

• Craig Hossack, CFP Financial Planner - Craig is a certified Financial Planner with extensive experience in financial planning and investment advice.
• Jeremy Gilman, Life Insurance Advisor - Jeremy is a Life Insurance Advisor with expertise in insurance planning and financial protection.

Our Commitment to Client Satisfaction

At WinCity Financial Services, we are committed to providing complete satisfaction to our clients. We understand that our clients work hard for their money, and it's our goal to make sure they get the best value from their capital and savings. We are dedicated to providing world-class service and expertise to anyone who seeks to achieve their financial goals.

Our Process

Our process is designed to be collaborative and customer-focused. We take the time to understand each client's individual needs and develop a financial strategy that addresses their unique concerns and future goals. Our process includes:

• Initial Consultation: We meet with you to understand your financial goals and objectives.
• Financial Planning: We develop a personalized financial plan tailored to your individual needs.
• Implementation: We help you implement your financial plan by providing guidance on investing and protecting your assets.
• Ongoing Support: We stay in touch with you to ensure your financial plan is on track and make adjustments as needed.