In today's complex financial landscape, the winds are always blowing somewhere. Whether you're facing a strong headwind or feeling the breeze at your back, Windward Financial Strategies is here to help you adjust your sails.
Windward is financial advising for everyone. It was founded on a simple principle: A rising tide lifts all boats. We're committed to helping our clients steer their ships in pursuit of wealth, happiness and long-term financial security.
As a financial services team based out of Anchorage, we understand the truly one-of-a-kind diversity of the Alaskan community. We bring a foundation of wisdom, transparency and broad-mindedness to our dealings with a wide variety of clientele: from lifelong locals to recent transplants, snowbirds and expats; business owners and entrepreneurs to retired people.
We're an LGBTQ+ and family-affirming company with expertise in the unique needs of non-traditional families. We're also dedicated to strategizing with -- and advocating for -- families who have loved ones with special needs.
At your first meeting with a financial advisor -- a complementary, no-obligation consultation that can be completed in-person or virtually -- we’ll want to learn as much as we can about your full financial picture.
That means we’ll want to know about your cash flow and assets, your short-term and long-term financial goals, as well as information about any debt you’ve accumulated or tax obligations you’re concerned about.
As registered representatives of Lincoln Financial Securities, we provide comprehensive wealth management and financial planning services. In order to help you choose the right path forward, we first need to learn where you’re coming from.
In our investment world today, your retirement, in large part, is in your own hands. Even with a bit of knowledge, steering your long-term financial security can feel overwhelming, like repairing a space station with the tool kit from your garage. We became a financial advisors to help people reach their goals, along whatever path they choose.
As financial advisors, our role is not to choose your path. Our role is to help you pick the best path for you. We're not here to sell you anything. Our objective is to explain your financial options so simply that you can explain them to someone else. Our job is not to categorize you, but instead learn the little things about you (because these are often the things that matter most).
If you want to build wealth to pass on to your family, that’s your path. If you want to plan for the care of a special-needs family member or your loved ones in their senior years, that’s your path. If you want to focus on socially responsible investing, that’s your path. If you want to donate to charity or go fishing by a river or in the bay, that’s your path.
There are few guarantees in financial planning, but we can promise you this. No matter what your path is, we're here to help. We want you to be heard, and for you to enjoy the path you choose.
J Chris Andrews is a Registered Representative offering securities and advisory services through Lincoln Financial Securities Corp., Member SIPC. Securities offered to residents of AK, AR, CA, NV, OR, RI, WA & WI. Advisory services offered to residents of AK. Lincoln Financial Securities and Windward Financial Strategies are not affiliated. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. LFS-4233419-012622.
See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.
