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!
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Setting goals is an important aspect of life. It helps you identify what’s truly important to you. It boosts motivation, drives ambition, and gives your life direction. Goal setting gives you something to focus on, a destination to reach, something to aspire towards. When that goal is complete, you have a sense of satisfaction and… [Read More]
What are required minimum distributions (RMDs)? Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts that the federal government requires you to withdraw annually from traditional IRAs and employer-sponsored retirement plans after you reach age 70½ (or, in some cases, after you retire). You can always withdraw more than the… [Read More]