Building Your Plan Together

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Am I making good financial decisions today?

Will I be okay in retirement?

Am I invested too aggressively or not aggressively enough?

Will my family be okay if something happens to me?

We work with individuals and families looking for help with these kinds of questions. We look at each aspect of your financial life and build a plan focused on what matters most to you.

Your Retirement
Income

Your Investments

A financial plan needs consistent attention and updating. Not only do things change for you personally, but new tax laws pass, the economy shifts, markets change, etc. We charge 0.25% quarterly, debited from the investment accounts or billed directly, with a minimum quarterly fee of $1,250. The annual percentage decreases once investment assets under our management reach over $3M.

Learn More about Windward

Latest Windward Passages

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Tax Filing Season Has Started

Required Minimum Distributions

RMD Considerations

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High Inflation Considerations

retirement

Five Keys to Investing for Retirement

wards

RMD Updates & SECURE Act 2.0, Estimating Retirement Income, Garden of the Gods

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SECURE Act 2.0 Changes

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Estimating Your Retirement Income Needs

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Organizing Your Financial Records