Winter Financial Group

Description

Lyn’s broad work history includes several years as a public relations staff member at major Southern California medical centers and originally as a reporter for a regional newspaper. She and her husband have lived in Thousand Oaks for over 36 years, and have two adult children.

Sure, formulating and executing an estate plan is important, but it shouldn't be an "out-of-sight, out-of-mind" endeavor. It's equally important to periodically review your documents to be sure they're up-to-date. The problems that can arise by failing to review and update your estate plan are evidenced by the estate of actor Heath Ledger. Although Ledger had prepared a will years before his death, there were several changes in his life that transpired after the will had been written, not the least of which was his relationship with actress Michelle Williams and the birth of their daughter, Matilda Rose. His will left everything to his parents and sister, and failed to provide for his "significant other" and their daughter. Apparently his family eventually agreed to provide for Matilda Rose, but not without some family disharmony.

He has recently served as a Board member for a non-profit organization providing adult day care services. Steven and his wife reside in Southern California.

Special Services for Our Bank & Credit Union Clients At EBA, we offer Banks and Credit Unions a comprehensive level of access to the country's leading consulting, product placement and administration services for non-qualified executive benefits. Our planning sequence helps our financial clients work through a simple yet concrete set of decisions and steps that serve as your blueprint in helping to solve your executives' unique planning problems. You will know what to do, when to do it, and why you are doing it. The Discovery Profile Process is designed for busy executives: This inexpensive process can be done in 2 or 3 meetings. You spend focused time on segmented issues one at a time, but developed with an overall big picture in mind and customized to meet your goals. EBA has a major planning and administrative partner in National Financial Partners (NFP) , utilizing its benefits, insurance and wealth management businesses to provide diversified advisory and brokerage services. NFP works with private firms such as EBA to provide companies and affluent individuals assistance in preserving their assets and helping them prosper over the long term.

As an advisor, you want to provide your clients with a balanced assessment of their circumstances and access to a wide range of solutions to inform and support their financial decisions. Our process enables us to convert complex topics into a sequence of simple yet concrete actions, steps and goals that are relevant to the specific topic at hand. We believe our issue-oriented approach to the planning and independent product acquisition process encourages your clients to take action instead of putting off important issues when the bigger picture looks too complex or time-consuming. Clients gain enough clarity to move toward resolving an immediate obstacle and proceeding with other planning opportunities with you, their trusted advisor. At EBA, we offer more than the experience and professionalism you require for your most discriminating clients. We partner with you to help ensure the flexibility and choice that you need to successfully manage your business interests.

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