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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
  • What to Do If Your Term Life Insurance Policy Is About to Expire
    One advantage of term life insurance is that it is generally the most cost-effective way to achieve the maximum life insurance protection
  • Infographic: Working in Retirement
    Content will appear in the future.
  • Take Charge of Your Student Debt Repayment Plan
    Outstanding student loan debt in the United States has tripled over the last decade, surpassing both auto and credit card debt to take second place behind housing debt
  • What are the new rules for 401(k) hardship withdrawals?
    The Bipartisan Budget Act passed in early 2018 relaxed some of the rules governing hardship withdrawals from 401(k)s and similar plans. Not all plans
  • Should I enroll in a health savings account?
    A health savings account (HSA) is a tax-advantaged account that you can establish and contribute to if you are enrolled in a high-deductible health plan (HDHP). Because
    
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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

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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

 


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