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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.
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Newsletters
  • Due Date Approaches for 2018 Federal Income Tax Returns
    Tax filing season is here again. If you haven't done so already, you'll want to start pulling things together — that includes getting your hands on a
  • Quiz: How Much Have You Thought About Health and Health-Care Costs in Retirement?
    When planning for retirement, it's important to consider a wide variety of factors. One of the most important is health and its associated costs.
  • Four Reasons Your Parents Might Be in Financial Trouble
    As your parents age, they will probably need more help from you. But it may be difficult to provide the help they need, especially if they're
  • How can I get a tax break for child care?
    More than 60% of children under age six in the United States have two parents in the workforce. 1Many of these working parents must spend a burdensome share
  • How much does child care really cost?
    Typical child-care fees vary widely by state, as do other living costs. But in all regions, the average annual cost of center-based care for one infant now exceeds the
    
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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



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.