Best Certified Financial Planner Near Me

Best Certified Financial Planner Near Me

Give yourself a head start towards a secure future with the best certified financial planner in your area. Leeward Wealth Management helps you draw up a rock solid plan to meet your financial goals.

At Leeward Wealth Management, we make it YOUR priority OUR priority. Backed by 30 years of experience in financial planning, we help you draw up a formal or informal plan that will ensure that you meet your short term and long term goals, and achieve financial freedom.

Our First Priority Is Helping You Take Care Of Yourself And Your Family

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
Then together, we can put a custom-tailored plan together.


Best Certified Financial Planner Near Me - What We Can Do For You

Leeward Wealth Management offers a wider range of financial planning services, each carefully designed for your particular requirements and needs.

Financial Planning

As a Certified Financial Planner, one of our primary services is to help you create a plan that helps you meet your financial goals by maximizing each dollar you make while ensuring a lifestyle that meets your current needs.

Leeward Wealth Management creates a plan that takes into consideration your income, how you spend your money and finally, your short term and long term goals. We walk you through the crucial steps:

  • Clearly define your financial goals.

  • Organize and prioritize these goals.

  • Outline definite steps needed to achieve these goals.

Depending on your needs and current circumstances, we can come up with a customized informal or formal financial plan for you.

College Planning

One of the basic goals of parents is a good college education for their children. However, with the rising cost of higher education, they sometimes wonder if this goal is even achievable. This is where college planning comes into play.

It is one thing to resolve to save up for your child’s future education. However, many factors can deter you from saving up enough. A specific college plan helps you keep on track and maximizes your investment so your child’s future education is assured.

There are special savings accounts specifically for this:

  • Coverdell Education Savings Accounts (ESA)

  • 529 College Savings Plans

As a certified financial planner, Leeward Wealth Management can help you choose what works best for you and your child.

Estate Planning

Some people hesitate to plan their estate. Some think that their estate is not worth much to warrant an estate plan. Some believe that it’s too early to plan their estate. And some would rather not think about it because planning for what will happen after you die is too morbid.

However, an estate plan is important if you value what happens to your loved ones when you pass away or if you become incapacitated to manage your affairs. An estate plan ensures that they are taken care of and protected should something happen to you.

Leeward Wealth Management can help you draw up a plan that ensures that your estate is preserved, managed and distributed to the people or institutions you care about after your death. We work with your estate attorney who will ultimately draft the legal documents.

Financial Planning

Retiring with financial freedom and security is a goal most people have in life. Afterall, you would not want to continue working to your grave to sustain your lifestyle, would you?

How do you ensure that you continue to live comfortably after retirement? For this, a retirement plan is crucial. A solid retirement plan takes into consideration several factors, including:

  • The age you aim to retire

  • The amount of money you will need to cover your living expenses and other plans you may have after you stop working

  • Where the money will come from

Because each person’s situation is different, it is important to have a plan that is custom designed for your particular needs and goals. At Leeward Wealth Management, your financial well-being is our priority. With our expertise, we can help you create a customized plan that will ensure your stability even in your retirement years.

Tax Planning

All investments carry with them some degree of risks.

Therefore, it is important to identify potential risks in advance, analyze their impact on your investments and take precautionary steps to reduce or curb the risks.

As an experienced financial planner, Leeward Wealth Management has an eye on the investment market.

We offer invaluable advice on how you can reduce, and in some cases, augment risk depending on your goals as an investor.

Tax Planning

Taxes can cut a substantial amount from your income. The amount of tax you pay grows as your income grows, as well. However, there is a way that you can optimize and reduce your tax liabilities using various strategies.

This is the core of the tax planning process. It involves forecasting one's tax liability and formulating ways to reduce it.

How does tax planning work? It involves adding investment portfolios or taking advantage of certain opportunities that are as tax efficient as possible.

Leeward Wealth Management can analyze your financial situation and draw up a plan that utilizes strategies that can lower your tax liabilities.

Insurance and Annuities

Insurance and annuities are financial products that you can add to your investment portfolio as tax-deferred alternatives to traditional stocks and bonds.

Life insurance provides your family with a lump sum payout when you die. Annuities on the other hand, can augment your retirement nest egg. Like life insurance, annuities are also insurance contracts where you pay a set amount of money to investment institutions. Upon maturity, this provides a lifetime of guaranteed income streams.

It is not uncommon for people to invest in both life insurance and annuities. Each has its benefits and risks. Depending on your needs and circumstances, you may want to incorporate one or both into your financial plans.

Leeward Wealth Management can help you manage your investment portfolio and give you advice on which financial products to include that maximize benefits and minimize risks.

Wealth Management

When you have achieved a certain level of wealth and have a diversified investment portfolio, you need an investment advisory service that can manage all of your finances.

This includes financial and investment advice, legal or estate planning, accounting services, tax planning and retirement planning packaged under one comprehensive package.

As an experienced financial planner, Leeward Wealth Management carefully considers your requirements and comes up with a wealth management strategy that incorporates appropriate financial products and services to serve your needs.

Best Certified Financial Planner Near Me - Leeward Wealth Management Can Help

Make the money you work for work for you! Let Leeward Wealth Management expertise help you make financial decisions that will ensure you meet your short term and long term financial goals for a secure future.

We offer a free consultation, so call us today at Leeward Wealth East (305) 304-4110 or Leeward Wealth West (907) 347-3860.

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