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
  • Down the Donut Hole: The Medicare Coverage Gap
    One of the most confusing Medicare provisions is the prescription drug coverage gap, often called the "donut hole." It may be clearer if you consider the gap within the
  • On the Road to Retirement, Beware of These Five Risks
    On your journey to retirement, you'll likely face many risks that have the potential to throw you off course. Following are five common challenges
  • Life Insurance with a Refund
    Comparatively speaking, of all the different types of life insurance available, term is usually the least expensive. Generally, term life insurance provides protection
  • When should I submit college financial aid forms?
    For the 2019-2020 school year, the federal government's financial aid form, the FAFSA, can be filed as early as October 1, 2018. It relies on current asset information
  • What's so great about a college net price calculator?
    If you're saving for a child's college education, at some point you'll want to familiarize yourself with a college net price calculator, which is an
    
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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.