Check the background of this financial professional on FINRA's BrokerCheck.
Welcome to BOAA Financial Services

Diane S. Winner, CFP® specializes in helping clients with their goals.  Whether your objective is retirement planning, tax savings, income generation, college education funding, or estate planning, Diane can help you find the investment options and provide the advice to help address those needs.
Educational Video
Newsletters
  • Market Strategies: Three Ways to Play Defense in Your Stock Portfolio
    Defensive investment strategies share a common goal — to help a portfolio better weather an economic downturn and/or bouts of market volatility.
  • Key Estate Planning Documents
    Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There are
  • What's New in the College World?
    If you're the parent or grandparent of a current or prospective college student, you might be interested to learn what's new in the world of higher education.
  • What are the warning signs of financial scams targeting older individuals?
    If you or someone you know has been targeted by a scam artist who is trying to steal money or personal information, you're not alone. According to
  • How can you avoid falling for the Social Security imposter scam?
    The scam generally starts like this. You answer a call or retrieve a voicemail message that tells you to "press 1" to speak to a government "support
    
PreviousNext
Guided Wealth Portfolios

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. Start now https://www.lplguidedwealth.com/advisor/BOAAFS-DianeWinner

Connect with us on: Go to LinkedIn  Go to Twitter  
 
 
 

BOAA Financial Services
125 S. Fifth Ave, Ann Arbor, MI 48104
Phone: (734)327-1126 · Fax:(734)662-0934
 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
Insurance products offered through LPL Financial or its licensed affliates.

LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, GA, KY, MI, NY, OH, TX, UT

Not FDIC Insured • Not Bank Guaranteed • May Lose Value • Not a Bank Deposit • Not Insured by Any Federal Government Agency



This communication is strictly intended for individuals residing in the state(s) of MI. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.