Windward Private Wealth Management

Windward Private Wealth Management

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  • What We Do
    • Your Goals
    • Your Retirement Income
    • Your Investments
    • Your Taxes
    • Your Legacy
  • Who We Are
    • Brad J. Harrison
    • Brandy K. Ward
    • Caitlin M. Ryser
    • Darrell R. Tierney
    • Drew S. Osborne
    • Emily Tierney Petty
    • Kathy M. Washburn
    • Nicholas P. Hartley
  • Windward Passages

Asset Protection Planning

Home » Resources » Waypoints » Asset Protection Planning
Financial planner helping a couple with their banking accounts
  • What can I do to crack down on robocalls?
  • What is Cyber Insurance
  • Power of Attorney & Medical Directive
  • Protecting Digital Assets
  • Reviewing Life Insurance Needs
  • Winter Storm Damage
  • Umbrella Policy
  • Open Sesame
  • Retiree Health Insurance
  • Understanding Probate
  • Travel Insurance
  • The Federal Reserve
  • Private Mortgage Insurance
  • Being a Financial Caregiver
  • Medicare and Medicaid
  • Alternatives to Long-Term Care Insurance
  • Resolving a Data Breach
  • Helping Parents with Finance
  • Financial Terms to Know
  • Disability Insurance
  • Avoiding Probate
  • Special Needs Trusts
  • Unauthorized Transactions
  • Veterans Benefits
  • Life Insurance Mistakes
  • Storing Financial Documents in the Cloud
  • Social Security Changes
  • Will vs Trust
  • From Data Breaches to Ransomware
  • Does Your Business Need a Buy-Sell Agreement?

These articles present generalized overviews of current law as understood. They do not represent investment, legal or tax advice. For personal advice, consult your investment adviser, attorney or tax adviser.

If you have any questions about the Asset Protection Planning Waypoints...

CONTACT US
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
KANSAS CITY LOCATION
851 NW 45th St., Suite 106 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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