Windward is an LGBTQ+ inclusive business that strives to make our LGBTQ+ clients and their families feel respected and understood. Although LGBTQ+ individuals and families have more legal protections than they once did, studies have shown that they still face a steeper climb when it comes to building wealth, saving for retirement, and navigating tax laws and insurance policies. Our clients can rest assured that we’re looking out for their best interests, and staying one step ahead of any policy changes that may affect the LGBTQ+ community.
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.
