San Francisco Financial Advising Firm, Winship Wealth Partners, to Host Lunch and Learn Sessions with Investors

San Francisco financial advisor firm announces "lunch and learn" program to offer advice and honest assessment to investors on their financial plans.

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San Francisco Financial Advisors

Winship Wealth Partners

By taking clients out to lunch, Slayen says Winship Wealth Partners will be able to form personal, one-on-one bonds that will help the firm establish long-term goals for their clients.

San Francisco, CA (PRWEB) June 10, 2014

Winship Wealth Partners has announced its new "lunch and learn" initiative as a way to guide investors with sizable assets on their financial choices. Craig Slayen, owner of Winship Wealth Partners, says the firm will take anyone who has more than $1 million in liquid assets out to lunch and offer them a second opinion on their current financial plans and investments.

By taking clients out to lunch, Slayen says Winship Wealth Partners will be able to form personal, one-on-one bonds that will help the firm establish long-term goals for their clients.

"Because we are such big believers in the effects of investor behavior on long-term return, our goal is to build deep and strong long-term relationships with everyone we work with," Slayen says. "It is only through these relationships that our clients learn to trust us in times when our advice becomes so important to their long-term returns and them reaching their life goals."

Winship Wealth Partners, San Francisco financial planners introduced this offering in part to help people learn more about saving adequate funds for retirement as well as learning how to invest wisely, Slayen says. Currently, studies show that only 4% of employed individuals from age 25 to 65 will have saved enough money for their retirement.

"This will help people reach their financial goals for retirement, and it’s exciting to help people reach their investment goals," explains Slayen.

Ultimately, Slayen says he believes Winship Wealth Partners' lunch and learn offer will benefit people because of the honest, unbiased financial advice they can gain from it.

"We love talking to and educating investors," Slayen says. "There is so much noise in the marketplace that those who have taken us up on this offer have found it refreshing to hear an honest assessment and recommendation on their current financial situation."

Winship Wealth Partners, San Francisco investment advisors, aims to give its clientele the best financial advice and guidance available, no matter your financial situation. For more information on Winship Wealth Partners, or to download a white paper for free, visit http://winshipwealth.com/


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