Business owners are used to doing the heavy lifting when it comes to building their dreams. But just because you have an entrepreneurial spirit, doesn’t mean you have to take on financial planning all by yourself.
Whether you’re expanding your business, investing your business capital, establishing a succession plan for your family or even selling your business to a new owner, a financial advisor can help ease the burden of financial planning, so you can focus on doing what you love.
At Windward, we have experience working with a variety of business clients -- including small business owners and freelance workers, and workers in seasonal industries like commercial fishing and wilderness guiding. With our expertise, we can help business owners add funds to their retirement, shield profits from taxes and add benefit packages for their employees.
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. In CA, insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. Athena Wealth Strategies is a marketing name for registered representatives and investment advisor representatives of Lincoln Financial Advisors.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
