At Windward, we provide comprehensive wealth management and financial planning services. In order to help you choose the right path forward, we first need to learn where you’re coming from.
As Advisory Representatives of Lincoln Financial Securities, we provide comprehensive, no-obligation consultation that can be completed in-person or virtually -- we’ll want to learn as much as we can about your full financial picture. That means we’ll want to know about your cash flow and assets, your short-term and long-term financial goals, as well as information about any debt you’ve accumulated or tax obligations you’re concerned about.
Download our Pieces of the Map brochure for more detailed information on what to bring to your first meeting.
We’ll also want to know if you want to make any special considerations while planning for your future. Some of our clients are interested in socially responsible investing (SRI) and want to ensure that their investments are sustainable, responsible and in line with their values. Other clients may have a special needs family member or other unique situation that requires a specific strategic approach. You can learn more about some of these situations on the Who We Help page.
While this may seem like a lot to tell someone you’ve just met, remember, the better your financial advisor understands your situation, the more we can do to help. Our financial advice is comprehensive, judgement-free, research-based and always in your best interest.
If you’re just starting on the path of financial planning, you may be experiencing some of these common doubts about using a financial advisor
Too many people allow these doubts to get in the way of their journey toward building more wealth and greater financial security. The reality is, it’s never too early to start planning for your retirement, and there’s no amount of wealth too modest to benefit from the experienced guidance of a financial advisor.
If you’re intimidated by the idea of investing your savings, we’ll walk you through the risks and rewards of different investment strategies so that you can make choices that suit your comfort level. If you’ve never given much thought to your employer-sponsored retirement plan, we’ll review that plan with you to ensure you’re taking advantage of the best available options.
We aim to develop dynamic, long-term partnerships with our clients that change and develop just as they do. So don’t worry about whether your situation is right for Windward -- we encourage you to schedule a meeting and let us show you why Windward is right for you.
If you’re working with a financial advisor currently or have worked with one in the past, we encourage you to schedule a consultation and find out if Windward is a better fit for you. We pride ourselves on taking a personalized approach to financial planning and developing honest, transparent and lasting relationships with our clients. We’re also flexible, friendly and always there when you need us.
Get in touch with us today, and let us show you a new perspective on your financial journey.
Investment is all about choosing your path. But sometimes looking out at the terrain can be overwhelming. That’s where I step in.
My own path has been full of stops, starts and surprises -- and each bend in the road has taught me an important lesson. As a bartender in my twenties, I learned the importance of having a personal touch. Learning the little things about my customers helped me serve them better.
When I came to Alaska over twenty years ago, I learned another important lesson: Don’t make assumptions. Everyone here has a story -- everyone walks their own path.
At Windward we always put the best interest of our clients first.
Fees for our services are as individualized as the needs of our clients. As different products and services will have different risks, they also will have different costs.
Our fees are always 100% transparent, meaning that our clients understand exactly how much they’re paying and what they’re paying for.
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.
