Winston & Companies

Winston & Companies is a retirement planning firm that builds a framework it calls the Retirement Flight Plan, meant to guide clients through the rest of their lives and simplify matters for loved ones after they pass. The approach draws on founder Winston P. Stevenson's experience as an FAA instrument-rated pilot, applying flight planning to financial decisions. The firm's work covers income planning, investment guidance, tax planning, healthcare and legacy and estate planning.

People can start with a free 15-minute consultation by phone or request a one-on-one meeting, held virtually or in person. Investment advisory services are offered through Brookstone Capital Management, LLC, while insurance products are sold through individually licensed agents. The office is on West Agua Fria Freeway in Phoenix, Arizona.