Best Financial Planning

Best Financial Planning

Secure your future with the best financial planning partner in your area. Leeward Wealth Management is an experienced financial planner who can help you achieve your short term and long term goals.

Backed by 30 years of experience in financial planning, we help you work towards financial freedom. Through formal or informal financial planning, we help you secure your future. We offer expert financial advice to help you take care of yourself and your family!

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

We want to understand your personal situation, hear about your dreams and goals, and learn about your tolerance for risk. Then together, we can create a personalized custom-tailored plan to get you started.


Best Financial Planning - The Services We Offer

We at Leeward Wealth Management understand that each person has different goals and different needs. We offer a variety of financial services that can be tailor fit to address your requirements.

Financial Planning

Each person has a financial goal, whether it’s being able to pay off a mortgage, build up a retirement fund or buy an investment home. However, these do not become tangible goals unless you have a specific plan on how to achieve them. 

You can certainly formulate a plan on your own. However, working under the expert guidance of Leeward Wealth Management, we help you:

  • Clearly define your specific goals
  • Organize and prioritize these goals
  • Outline the steps needed to achieve your goals

Carefully assessing your needs, we at Leeward Wealth can do informal or formal financial planning with the ultimate goal of managing your assets so you can achieve your goals and objectives.

Estate Planning

There’s a common misconception that only people with a vast amount of wealth need an estate plan. However, everyone has an estate. It represents all the money and property you own. 

Whether it be modest or extravagant, you need a plan in place that specifies how you want your estate managed and distributed to those you care about in the event of your passing or incapacitation. 

Why is an estate plan important?

  • It avoids strain in family relations. Because everything is documented in legal papers, you avoid any fighting between family members over who gets which, when you pass away.
  • It protects your family from the financial implications of your death. 
  • It allows you to leave a good legacy to your family. A well thought of estate plan can help your family be in a more secure financial position even after you pass away 

Estate planning is one the services offered by Leeward Wealth Management. When you hire us as your planning partner, we help you create a plan that protects your assets and ensures that these go to your chosen beneficiaries. We work with your estate attorney so you are assured that your plan is supported by legal documents.

College Planning

A good college education is a legacy that most parents want to leave for their children. It is an investment towards their own financial security

However, with the cost of higher education increasing yearly, it is important to have a plan in place so you can have enough saved to finance their college tuition and expenses. The earlier you start, the less stressful it is for you and the greater is your chance for success.

There are special savings accounts specifically for this:

  • 529 College Savings Plans
  • Coverdell Education Savings Accounts (ESA)

Which one works best for your particular situation? Leeward Wealth Management offers guidance on what is appropriate for you and your child. With a good college plan, we help you maximize the benefits that you can get from your investment.

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Financial Planning

Paying taxes is inevitable. Moreover, as your income grows, the amount of taxes you need to pay incrementally increases. Tax planning can help lower the amount you pay by helping you forecast tax liabilities and utilizing various strategies to reduce them.

Leeward Wealth Management specializes in tax planning. We give you advice on the type of  investments you can make and help you create portfolios or circumstances that are tax efficient. This gives you leverage that can largely impact you and your family’s standard of living now and in the future.

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Tax Planning

The way the COVID-19 pandemic has affected life as we know it is proof that nothing predictable. Events and situations can negatively impact whatever you’ve worked hard for in an instant. However, through risk management, you can eliminate or keep risks at manageable levels. 

If you have investments, it is crucial to review and understand the risks involved to help you make financial decisions that make you less vulnerable to uncertainties.

Leeward Wealth Management has years of experience analyzing investments and risks. We help you protect your resources offering expert advice on any financial decisions that mitigate risks.

Insurance and Annuities

Life insurance and annuities are financial products that you can add to your investment portfolio. Both are marketed as tax-deferred alternatives to traditional stocks or bond investments.

Life insurance is designed to provide for your family with a lump-sum payout when you die. An annuity, on the other hand, is an insurance contract where you make a series of payments of a certain amount of money to a specified party for a predetermined period of time. Upon maturity, the annuity makes payments to you on a future date either in lump sum or doled out monthly, quarterly or annually. 

Which insurance product should you invest in? It is not unusual for people to invest in both. If you are unsure of what works best for your particular circumstances, Leeward Wealth management offers advice on how these financial products can be worked into your financial plans.

Tax Planning

Wealth management is one of our premium services. This combines other financial services in one comprehensive package with the aim of sustaining, preserving and growing long-term wealth. When you have attained a certain level of wealth, your financial and investment portfolio may be more diverse and complicated. 

Leeward Wealth makes it easy for you by offering you these services:

  • Financial planning
  • Investment management and advice
  • Personal retail banking services
  • Legal and estate planning
  • Accounting and tax services
  • Retirement planning
  • Examination of health care and social security benefits
  • Other services needed to manage your finances

We carefully consider your needs and offer you a plan that meets your requirements.

Leeward Wealth Management Offers the Best Financial Planning

Life is full of unpredictability. Leeward Wealth offers the best financial planning services that help you achieve your short term and long term goals while helping to protect you from life’s uncertainties. 

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

Tags: best financial planning, wealth management, risk management, tax planning, estate planning