You’ve built a nice, comfortable life for your family. You’re confident in your career. Your children have left the nest or are off to college. Retirement might seem eons away – you’re not even close to slowing down – but it’s the right time to plan, protect your wealth, and become financially independent.
Are you ready to grow?
Whether you need to pay for college, manage your taxes or fund your retirement, our fee-only advisory firm has the expertise and experience to help you invest responsibly, protect your assets, and reach your financial goals.
The Windward team is held to the highest fiduciary standard, so we’ll always have your best interests in mind. We craft financial plans that are customized to your situation, and we aim to give you the confidence that you’ve made the right decisions.
Begin building your wealth today! The Windward team is ready to help.
Ready to find out more?
Contact us today for more information!
Related Posts:
**Please note: a previous version of this blog post should have noted that the ability to use your own life expectancy to calculate Required Minimum Distributions may not be available to certain beneficiaries under the SECURE Act. Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With… [Read More]
If you have been watching the news about the stock markets, you have likely noticed that volatility in the markets is rearing its ugly head. We know it’s difficult to watch your account balances fluctuate and we understand the anxiety. While turbulence is unsettling, we believe it’s important to step back from the daily market… [Read More]
Most tax benefits have symmetry. If you defer income in to a 401(k) or traditional IRA contributions are deductible and then your account distributions are taxable. Similarly, if your contributions are not deductible (i.e. a Roth IRA), your distributions are tax-free. Health Savings Accounts (HSAs) get the best of both worlds: contributions are tax deductible… [Read More]