OUR FIRM

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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.

BERNARD WINSTON ✪

President

Call me today at (630) 660-9326 and let me find the right PLAN for you

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

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