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:
When you contribute to a 529 plan, you’ll not only help your child, grandchild, or other loved one pay for school, but you’ll also remove money from your taxable estate. This will help you minimize your tax liability and preserve more of your estate for your loved ones after you die. So, if you’re thinking… [Read More]
Leaves are turning vibrant colors, and cool weather inspires people to enjoy the great outdoors. It’s also a great time to explore Kansas City with those puppies and dogs! Below are some dog parks where dogs and people can enjoy some adventure and company! There is even a new bar (Bar K Dog Bar) near… [Read More]
As I’m writing, the market is down roughly 7% in three weeks. When the markets turn volatile and confusing, even the most patient investors may come to question the wisdom of the investment plan they are following. Difficult markets come and go, but it’s important to remember that your plan and portfolio are long-term endeavors…. [Read More]