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You've worked hard your entire life and you're thinking about the next step.

But you wonder:

"How can we protect our years of hard work in an uncertain world?"

"Taxes are certainly going up. Are we paying more than our fair share?"

"How much is enough? I don't want to quit working and then outlive our savings!"

"How can we provide for each other...for our family?"

"How can we find someone with the expertise we need."

 

Windward Private Wealth Management Inc. is a fee-only financial advisory firm that helps selected families preserve capital, reduce taxes and develop a plan so they don't outlive their money.  Our comprehensive fee-only financial planning focuses on clients' values and achieving their financial goals.

New relationships are considered after determining that we can add substantial value to your situation. To assure personalized service, we generally focus our practice on a select number of clients with over $500,000 in investable assets. Schedule a mutual discovery meeting today, call Kathy Washburn at 913.381.7411 x 103 or email kwashburn@windwardp.com. Of course, mutual discovery meetings are no charge, no obligation.  

 

 

 Fee Only Financial Advisor & Wealth Manager | Overland Park & Greater Kansas City
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