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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.
  • Government Report Details Household Finances
    Every three years, the Federal Reserve sponsors the Survey of Consumer Finances (SCF), which
  • The Standard Deduction and Itemized Deductions After Tax Reform
    The Tax Cut and Jobs Act substantially increased the standard deduction amounts for 2018 to 2025. It also eliminated or restricted many itemized
  • Four Points to Consider When Setting a Retirement Income Goal
    No matter what your age or stage of life, targeting a goal for monthly retirement income can seem like a daunting task. Following are four
  • What are some tips for creating a budget and sticking to it?
    It's a common problem for many individuals — wondering exactly where your paycheck goes each month. After paying expenses, such as your mortgage,
  • What are some strategies for paying off credit card debt?
    Nowadays, it's easier than ever to get caught up in the cycle of credit card debt. In fact, it's become a growing problem for many Americans.
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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.