Damian Winther, CFP® CSRIC®

Damian Winther, CFP® CSRIC®

As one of the owners of Birchwood, Damian Winther meets with clients on a daily basis and helps them get a sense of whether they are on track to achieve their goals. He works extensively on developing and implementing tax and Social Security strategies with clients. Overall, Damian aims for efficiency with client plans and takes into consideration their unique financial situations. He communicates each of the options available to clients and helps guide them to a decision and assists them with the implementation process. Damian finds a great deal of value in working as a team at Birchwood; he believes it is integral to successfully creating appropriate recommendations and finding the best way to help clients achieve their goals.

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Recent Posts

7 Considerations When Consolidating Multiple Retirement Plans

Damian Winther, CFP® CSRIC®
May 1, 2019 11:17:32 AM

If you are like most of the United States population, chances are you’ve held several jobs over the years, which may have resulted in multiple...

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Backdoor Roth IRA Strategies

Damian Winther, CFP® CSRIC®
Jan 30, 2019 9:32:37 AM

Many of us are looking for ways to maximize our long-term wealth. For most of us, this means setting aside 15 to 25 percent of our annual income. The...

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A Guide to Taxes in Retirement

Damian Winther, CFP® CSRIC®
Oct 31, 2018 10:49:50 AM

You’ve saved your whole career, your kids are launched, and perhaps your mortgage is paid off. Now you’re starting to feel like it’s time to begin...

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Common Retirement Questions: When to Start Collecting Social Security

Damian Winther, CFP® CSRIC®
Oct 17, 2018 10:17:26 AM

The decision regarding when to begin collecting Social Security retirement benefits is something that all retirees are going to face at some point in...

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6 Financial Tips for an Early Retirement

Damian Winther, CFP® CSRIC®
Sep 26, 2018 9:50:54 AM

Whether your primary motivation is to travel, spend more time with family, improve your gardening skills or play more golf, chances are you’re like...

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Answers to Common Financial Questions People Avoid Asking

Damian Winther, CFP® CSRIC®
Apr 25, 2018 12:50:00 PM

Over the past few weeks, several of the Birchwood team members have been polling their peers, family members, neighbors and even clients, in hopes of...

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Talking To Your Young Children (and Grandchildren) about Money

Damian Winther, CFP® CSRIC®
Mar 28, 2018 10:40:00 AM

As a Financial Advisor, talking about money, finances and cash flow with clients is a normal every day occurrence. One of the most common questions...

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Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.

All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc., and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser or qualified professional before making any financial decisions. We are not affiliated with or endorsed by the Social Security Administration or any government agency. The inclusion of any link is not an endorsement of any products or services by Birchwood Financial Partners. All links have been provided only as a convenience.