Antowoine Winters, CFP®, EA Next Steps Financial Planning, LLC

Contact this advisor

About Antowoine Winters, CFP®, EA

I spent ten years working for the Internal Revenue Service prior to leaving to start my own firm. After seeing so many individuals fall victim to unscrupulous financial advisors providing poor or even fraudulent financial guidance, I decided to leave the Service to run a practice where I can be an advocate for the average American citizen. I will be your first line of defense by providing sound financial advice to help keep your financial life on track and your financial goals moving forward.

I deeply enjoy working with musicians and other freelancers as they have a variety of unique issues that need to be addressed. Most are putting together benefits and resources across a variety of different areas that were not made to work together. I can help make sure that you can make informed decisions about how to put together your financial life and what next steps need to be taken to ensure a smooth life outside of your finances.

As a former government employee and the husband of a teacher, I understand just how complicated benefit packages can be when trying to make them work together. Many people, particularly governmental and educational employees, find themselves mired in benefits that they may not understand or see the value in. Some benefits are only offered once unless something serious changes in your family life and even then, with narrow windows to assess the change and decide which benefits to accept, change, or drop.

I find a deep sense of accomplishment and value in my ability to help clients as they transition through stages of life and levels in their career path. By working together, we can apply my knowledge and experience and your goals and values to make a future that’s truly worthy as a next step.

When not helping clients make sure all the parts of their financial lives are moving in concert, Antowoine can be found playing his Bassoon with local music ensembles or spending time with his family watching his son play in various youth sports programs.

Contact this advisor

Ideal Clients

  • Gen Y/Millennials
  • Government Employees
  • Musicians
  • Offers Free Assistance to Furloughed Government Workers
  • Self-Employed Individuals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly: $150
  • Hourly : $150
  • AUM: 0.5%

SEC Records

States Registered

  • Ohio

Loading...