Our Firm
OUR FIRM
HOME // OUR FIRM
BERNARD WINSTON ✪
President
I have been in the insurance business since the year of 2000. Here at Twin Benefits & Financial Solutions we take a tremendous amount of pride in helping people protect their families, futures, and fortunes. Twin Benefits & Financial Solutions has been recognized providing innovative life, retirement planning services to small businesses, their employees, and wealth management services to professionals throughout the Chicagoland area.
As an independent firm, Twin Benefits and Financial Solutions is vendor and investment neutral, helping to ensure transparency in making life, investment recommendations and decisions. Twin Benefits and Financial Solutions provides education, resources, tools and research to help our clients pursue their financial objectives, coupled with exceptional client service.
Often, the word “opportunity” is used in the context of a specific investment product or rate of return. At Twin Benefits & Financial Solutions, we take a broader view of what opportunity really means for you and your family. We understand that while investment returns are important, they only represent one piece of the puzzle that can lead to overall financial well-being. We believe that opportunity is where knowledge and experience meet to support your goals and desires, and help you anticipate and overcome any challenges along the path to pursuing your goals.
OUR TEAM
Janie Winston
Office Manager
Herman Winston
Marketing Director
Charles Evans
Vice President
LEGACY PLANNERS
Michael Johnson
Legacy Planner
Norma Deshields
Legacy Planner
Secunda Baker
Legacy Planner
Brandon Burum
Legacy Planner
Joseph Brown
Legacy Planner
Anthony Osei
Legacy Planner
Tannisha Fisher
Legacy Planner
Chris White
Legacy Planner
LaCoya Harris Foster
Legacy Planner
Ronda Johnson
Legacy Planner
OUR MISSION
Here at Twin Benefits and Financial Solutions, we have one mission:
Twin Benefits Benefits and Financial Solutions we are thoroughly trained to help or clients avoid unnecessary risk with their retirement assets. We will help you protect your hard – earned retirement assets in diverse markets conditions and help provide you with the income you need, with potential income tax saving advantages. Also we offer savings, kids college fun programs, Roth , Dental, Vision, disability income, life insurance and IRA rollover options.
TWIN BENEFITS - OUR PROCESS
Phase I: Discovery
Phase II: Strategy
We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.
The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.
Phase III: Implementation
Phase IV: Monitoring & Adjusting
The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.
We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments