Legacy: You’ve spent your life creating one
Carefully building up wealth so you can enjoy your retirement and gift your assets to your family, favorite cause or church.
At Windward Private Wealth Management, we understand the art and importance of legacy. Our professional team of financial planners can craft a strategy to give your retirement funds longevity while simultaneously reducing estate and income taxes so you can intelligently transfer wealth to the cherished individuals or institutions of your choice.
As a fee-only, independent wealth management firm, we’ve helped numerous clients accumulate wealth and elegantly and seamlessly distribute their assets. Creating a customized financial plan unique to your situation, appropriate level of risk and lifetime transfer goal, our team can use its tax expertise, opportunistic rebalancing and unbiased advice to help you reach your strategic financial targets.
As you age, you need a solid, focused retirement plan that expertly balances saving, withdrawals, tax management and investing with your legacy ambitions. We can help you find the right formula, guiding you to a comfortable retirement so you can share the bounty you’ve created.*
Start creating your legacy with the Windward financial team.
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]
Over the last few weeks we’ve been discussing bull markets. Particularly, how different investors react to them and why it is so hard to predict when they will end. The market has been on a pretty good run over the last 8 or so years. We know this has to end, but we don’t know… [Read More]