Jim Winstel, CLU, RICP, CLTC

Managing Partner

Management

Phone: 239 322-0166 Voice 602 962 4262 Text

Email: jwinstel@financialguide.com

Contact Me
Jim Winstel, CLU, RICP, CLTC

Dedicated to building strong teams and making a lasting impact in the community.

Jim Winstel is the Agency Managing Partner at Blue Chip Financial in Fort Myers, FL.

Jim began his financial services career in 1997 with Northwestern Mutual in Phoenix, Arizona. He immediately became a role model and leader in helping his clients effectively meet their financial goals, estate strategies and insurance needs for 28 years.  Jim, having grown up in Southwest Florida, decided to move his family back to Ft. Myers and was offered an opportunity to lead and develop a team of financial professionals at Blue Chip Financial of Southwest Florida.

As an Agency Managing Partner, Jim is focused on making an impact in the community and to attract and develop financial professionals who can flourish in a supportive team environment.  He enjoys building a team of individuals who are results-oriented, self-motivated, and have a strong work ethic.

Jim graduated from Barry University with a Bachelor’s Degree in Economics, and Finance. His licenses include FINRA series 6, 63, and 65.  He also has the FL 2-15 (life, health and annuities).  He finished his CLU program at the American College in 2016.  

CA Insurance License # 0C51893

www.bcfswf.com

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Career Snapshot

Agency Managing Director

– Coastal Wealth (Joined 2014)

28-Year Career

– Northwestern Mutual, Phoenix, AZ

Bachelor’s Degree

– Economics & Finance, Barry University

Licenses: FINRA Series 6, 63; 2-15

(Life, Health, Annuities)

My Approach

Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.  I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.

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This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.

My goal is to provide holistic, comprehensive financial services to individuals and businesses. I  can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.

Our Six
Step Process

Six clear steps. One powerful strategy for your financial future.

Identify

your unique situation
and goal.

Gather Information

to prepare your strategy.
Managed

Analyze

your current portfolio to identify any gaps that may exist.

Present Strategy

review your goals and discuss recommended strateties

Review

strategies in place so you can make informed decisions & meet goals

Implement

strategies to help you achieve financial freedom.

Solutions That Have Impact

Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.

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Personal Solution

Protection

  • Life Insurance
  • Disability
  • Income Insurance
  • Long Term Care
  • Medical | Health | Dental

Retirement
Services

  • 401(k)
  • 403(b)
  • 457(b)
  • IRAs
  • Roth IRA
  • Defined Benefit Plans

Investment Products Services

  • Annuities (Fixed & Variable)
  • Brokerage
    Investments

Estate Planning

  • Tax Efficiency Strategies
  • Charitable Giving

*Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.

See If We’re The Right Fit
See Who We Help

Business Solutions

Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.

Succession
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  • Buy-sell protection
  • Key person coverage
  • Buy-out funding

Qualified Plans

  • 401(k)
  • Simple/SEP IRAs
  • Defined Benefit Plans

Non-Qualified
Plans

  • Executive Bonus
  • Deferred Compensation
  • Split Dollar

Group Benefits*

  • Health Savings Account
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Long Term Care
  • Disability Insurance

* Some products offered by unaffiliated insurers.

Associated with MassMutualSupported Independence Platform
BrokerCheck by FINRA