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:
With the first post-tax reform filing season in full swing, people all over Kansas City are having to adjust to tax refunds much larger or much smaller than the refunds they are used to receiving. Whether you prefer to receive a big refund or not, nobody enjoys a big surprise when their tax returns are… [Read More]
Windward is hot and heavy in to tax season! We don’t mind that the recent Kansas City weather has been so wet and cold because we are working away on tax returns. This tax season we have hired a tax season intern, Claire Hessenflow. Claire is from the Kansas City area and is an Accounting… [Read More]
Interest rates have been at historically low levels for approximately 10 years following a period of declining rates for about 20 years since the mid 1980’s. Bond prices move in an inverse direction to interest rates – bond prices increase when interest rates go down and bond prices decrease when interest rates go up. Duration… [Read More]