Windward Private Wealth Management

Windward Private Wealth Management

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Home » Other Resources » Page 4

Beware of Fee-Only Advisors

Posted on: September 29, 2016

Fee-Only Advisors

Author: Darrell R. Tierney CFP® CPA PFS Choosing a professional is difficult, particularly a financial advisor. Unlike doctors, lawyers and CPA’s, anyone can call themselves a “financial planner.” The term is of no help to the public. To protect yourself, I suggest you look for two criteria. Make … [Read more...]

Filed Under: Building Wealth, Financially Independent, Getting Started, Leaving a Legacy, Other Resources, Recent Posts

One of the Most Important Investments You Can Make

Posted on: September 9, 2016

Most Important Investments You Can Make

Author: Brent Lemieux CFA® CPA A few months ago we offered some advice to young people on how to get a good start in their financial lives.   Today I’ll discuss more specifics on quite possibly one of the most important investments you can make.  Lo and behold, the investment opportunity is you.  … [Read more...]

Filed Under: Building Wealth, Financially Independent, Getting Started, Leaving a Legacy, Other Resources, Recent Posts

Does Divorce Affect My Social Security Benefits?

Posted on: August 25, 2016

Does Divorce Affect My Social Security Benefits

Author: Emily Tierney Getting a divorce is a major life change that has an effect on many different areas in a person’s life. Social Security may not be the first thing that comes to mind when thinking through the ramifications of divorce, but divorce does affect Social Security benefits.  How does … [Read more...]

Filed Under: Building Wealth, Financially Independent, Other Resources, Recent Posts, Retirement Savings & Income Planning

What is the right time to begin receiving Social Security benefits?

Posted on: August 18, 2016

retirement

Author: Emily Tierney Deciding when to start receiving Social Security benefits is a big decision! You can start receiving Social Security retirement benefits as young as age 62 and as late as age 70.  If you start receiving Social Security benefits before your full retirement age, your benefit is … [Read more...]

Filed Under: Building Wealth, Financially Independent, Other Resources, Recent Posts, Retirement Savings & Income Planning

What is Wealth Management?

Posted on: June 23, 2016

What is Wealth Management

Author: Emily Tierney Before I worked in the wealth management industry, the word wealth brought to mind that 0.01% of the population with net worths in the millions and billions.  Wealth meant superstars and CEOs surrounded by piles of gold bars, stacks of Benjamins, sprawling mansions with … [Read more...]

Filed Under: Building Wealth, Financially Independent, Getting Started, Leaving a Legacy, Other Resources, Recent Posts

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Windward Private Wealth Management Inc
Contact Us
OVERLAND PARK LOCATION
10955 Lowell Avenue, Suite 410 Overland Park, KS 66210
Hours of Operation:
8:30 am - 5:00 pm M-Th
8:30 am - 3:00 pm Fr
NORTH KANSAS CITY LOCATION
2101 Burlington Street North Kansas City, MO 64116
Hours of Operation:
By appointment only
913-381-7411

 

Windward Private Wealth Management Inc. is an SEC registered investment advisor. Past performance is no guarantee of future results. All securities involve risk and may result in a loss. *We do not provide legal services. These services are rendered at client request in coordination with legal counsel. Legal services will be billed by the provider and are separate from our fees. We do not sell insurance products. These products may be purchased at client request in coordination with insurance agents. Insurance agents are responsible for recommendation of all insurance products. Windward does not guarantee the performance of any insurance product purchased.
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