FOR WINDWARD CLIENTS
Client Corner
Everything you need as a Windward client, in one place.
Or call your team at 913-381-7411
Client Resources
Request a progress meeting
Tell us how you’d like to meet, and we’ll send your scheduling link within one business day
Visit the Tax Center
Your 10 Minute Tax Questionnaire, completed returns, and tax payment resources.
Tell us about a change
A move, a new grandchild, a job change, or a new beneficiary. Changes like these can affect your plan.
Contact your team
913-381-7411 or info@windwardfp.com
Overland Park: M-Th 8:30am to 5:00pm;
Fr 8:30am to 3:00pm
Kansas City North: by appointment
UPDATED EACH SEASON
On our radar this fall
A few year-end items worth keeping in mind. If one applies to you, your team is glad to help.
Medicare open enrollment
Runs October 15 to December 7. Use our Medicare flowchart to check whether your plan still fits.
Roth conversions
Must be completed by December 31 to count for 2026.
Required minimum distributions
Generally due by December 31. Timing rules differ for first-year and inherited accounts, so check with your team about yours.
Charitable giving
Gifts straight from an IRA (QCDs) are open to those 70½ or older and can count toward your RMD. New tax rules this year change how some gifts are deducted, so talk with us before making a large one.
One team, your whole financial picture
Your Windward team brings planning, tax, and investment work together throughout the year. Every plan is different, so we recommend the services that fit your situation.
Develop a Plan
Financial planning, updated as your life changes
Retirement income, Social Security, and Medicare planning
Estate plan and beneficiary coordination with your attorney
Trust and estate support, including help for trustees
Guidance for new wealth, such as an inheritance or business sale
Education funding and family gifting
Save Taxes
Income tax return preparation
Tax planning and projections
Roth conversion analysis
Charitable giving strategies, including gifts from IRAs and donor-advised funds
Required minimum distribution planning
Tax-efficient retirement withdrawals
Preserve Capital
Investment management aligned with your goals and risk tolerance
Independent investment research
Periodic portfolio rebalancing
Tax-aware investing, including asset location and tax-loss harvesting
Staying connected * Progress meetings, scheduled around your needs * Annual Market Perspective and Mid-Year Review Letters
* Windward Passages newsletter * Client events and webinars * Your dedicated team, a call away
Drew Osborne
Senior Wealth Manager
Emily Petty
Senior Wealth Manager
Brandy ward
Wealth Manager
Nicholas Hartley
Wealth ManagerLetters and updates
All | Letters | Tax | Events | Helpful Reminders
Protecting your accounts. Windward will never ask for your password, or ask you to move money based on an email or text alone. If a message seems unusual, call us at 913-381-7411 before responding
Not a client yet? Request a Discovery Meeting to see how we can help.
