(907) 764-8889

Guiding you on whichever path you choose.

 
 
 

Service List

Investment Management

  • Goals and objectives review net worth analysis
  • Cash flow and budget review custom analysis of risk tolerance
  • Portfolio Management:  Initial Financial Plan; Investment Management Agreement; Asset Allocation Review; Tax and Cost-basis Reporting
  • Consolidated Online Account Access 
 

Financial Planning

Includes all Investment Management Services Plus the following:

  • Annual Financial Plan
  • Retirement & Estate Planning
  • Distribution Strategies
  • Tax Strategies
  • Comprehensive Insurance Planning
  •  Education Planning & Funding
  • Business Balance Sheet Review & Analysis 
 

Complete Wealth Mgmt.

Includes all Investment Management and Financial Planning Services Plus the following:

  • Customized Personal Portfolio
  • Comprehensive Financial Plan
  • Trust Integration
  • Wealth Conservation
  • Charitable Giving Tax-Optimized Investing
  • Executive Compensation Planning:  Deferred Compensation; Stock Options; Concentrated Portfolios
  • Business Financial Planning 
 

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.

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