We work with Individuals and Families that need help seeing their dreams, when the future seems unclear because it is sometimes difficult to look at what is over that next hill.
When you can’t see the forest through the trees you may need a satellite view of your situation so you can make sure you are taking the best path forward. Your life will change, new jobs, marriages, divorces, children, retirement, grand children health issues your goals will change and the that path you started on, may no longer be the best path for you to continue down. We're there to make sure you see all the possible paths in front of you, to make sure you know about the risks and rewards that you might experience down each path, and to help you pick the path that is best for you in your situation.
Whether you’re coming to Windward as an individual client, or as a family hoping to ensure your financial future, we’ll help you analyze and evaluate all of the options available and develop a plan that suits your unique needs. We assist individuals and families with estate planning, reviewing life insurance options, 529 college savings plans and more.
We can help you make sense of your workplace retirement plan and understand the many options available, including 401k, 457, 403b, SBS, PERS and TRS plans. We work with employees from State of Alaska, Municipality of Anchorage, GCI, Providence Alaska, and several others. If you are overwhelmed with all the options? That’s where we come in.
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.
