You’re buying a home. Raising a family. Running a business or putting money away for your child’s education. Retirement seems years and years away, but that hasn’t stopped you from thinking about the future.
What’s happening now and in the next few years, however, matters most.
At Windward, we can help you build, manage and protect your wealth to make the most of your working life. By developing a custom financial plan that lines up with your goals, we strive to help you build wealth and preserve it, and manage your insurance, taxes and benefits.
Our fee-only service model sets the standard for wealth management, as our experienced, fiduciary team has your best interests in mind. With Windward, we strive to help you live your best life, both personally and financially.
Are you ready to start preparing for your future? We’re ready to help!
Ready to find out more?
Contact us today for more information!
Related Posts:
You’re almost done with your federal income tax return, and you’re already thinking of ways to spend your refund. Then, the unthinkable happens — instead of a refund, you find that you owe $3,000. Or perhaps you’ve just received an IRS notice in the mail claiming that you owe $9,000 for the retirement plan distribution… [Read More]
529 Plans Expanded In December 2017, the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package, became law. College students and their parents dodged a major bullet with the legislation, as initial drafts of the bill included the elimination of Coverdell Education Savings Accounts, the Lifetime Learning Credit, and the student loan interest… [Read More]
Author: Brent Lemieux CFA® CPA No, I’m not talking about your political biases even though we all have those whether we care to admit it or not. I’m talking about your investment biases, in particular “recency bias”, and how it negatively impacts our portfolios in good times and scary times. What is recency bias? Recency… [Read More]