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 strategies, 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.
Securities and investment advisory services offered through Osaic FS, Inc., member FINRA/SIPC. Osaic FS is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FS.
Osaic FS, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
See Osaic FS’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic FS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic FS’s Forms ADV, Part 2A, which describe Osaic FS’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic FS’s broker-dealer services, and other client disclosure documents can be found here.
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