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 beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit card issuers, business creditors, and creditors of others. To insulate your property… [Read More]
What do you know about St. Joe, MO? A city located about 30 minutes north of Kansas City’s International airport is chalk full of history, museums, festivals, parks, golf courses, outdoor concerts, and more. Did you know that the Pony Express started in St. Joseph, MO in 1860? Do you know how long it took… [Read More]
The Pension Protection Act of 2006 first allowed taxpayers age 70½ and older to make tax-free charitable donations directly from their IRAs. By making a qualified charitable distribution (QCD) from an IRA directly to a qualified charitable organization, older IRA owners were allowed to exclude up to $100,000 annually from gross income. These gifts, also… [Read More]