Certified Financial Planner

Certified Financial Planner

Give yourself a secure financial future with expert help from a certified financial planner. Leeward Wealth Management offers the best financial planning services so you can meet your goals!

With more than 30 years of experience in financial planning, we make sure there’s no second guessing when it comes to your financial security. As a leading certified financial planner, our first priority is helping you take care of yourself and your family.

Let us be your partner in achieving financial freedom through formal or informal financial planning.

Our Highest Priority Is Helping You Take Care Of Yourself And Your Loved Ones.

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


Certified Financial Planner - The Services We Offer

Whatever your goals, whatever your current financial situation, Leeward Wealth Management has the financial service that will meet your needs.

Financial PlanningAs a certified financial planner, this is the core of our services. With financial planning, you create an ongoing process that reduces your stress over finances, supports your current needs, and builds a nest egg for your retirement. 

As your certified financial planner, Leeward Wealth Management creates a plan based on what your income is, your spending habits, and most importantly, your goals.

Depending on your needs and circumstances, we draw up an informal or formal financial plan for you. We guide you through the steps to meet your goals. As part of this service, we also help you choose investments and manage your investments for you. 

Why do you need a financial plan? It ensures that you maximize each dollar you make - that your money works for you as you work for your money.

Financial Planning

What are your retirement goals?

For most people, being able to enjoy a comfortable lifestyle long after paid work has stopped is a basic goal.

Whatever you want to do or have, it is important to have a plan that will ensure that you are able to provide for your needs and enjoy financial freedom.

As a certified financial planner, Leeward Wealth Management walks you through the process of drawing up a retirement plan that ensures that you save up enough to live comfortably in your retirement. We help you:

  • Identify your sources of income

  • Estimate expenses

  • Implement a program for savings

  • Manage your assets, as well as, risks

  • Estimate your future cash flows to determine if retirement goal is achievable.

Retirement planning differs for each individual and depending on what stage in your life you are in, there are different retirement tools you can take advantage of. Through our expert advice and investment know-how, we can create savings to help you have financial independence long after your final paycheck.

Estate PlanningWhat constitutes your estate?

Your home and other properties, bank accounts, life insurance, investments, furniture, artwork, cars and other personal possessions constitute your estate. Whether you have an extensive or modest estate, it is important to plan for how these will be preserved, managed and distributed after your death or in case you become incapacitated.

As a certified financial planner, Leeward Wealth Management helps you draw up a plan that ensures that the needs of the people you leave behind are provided for. We assist you in determining:

  • How much your assets are worth

  • How your assets are to be managed

  • How your property will be distributed

  • Who will serve as guardian to your children

  • Who will be the executor of your estate plan

Many people fail to draw up an estate plan for many reasons - it’s too early to plan, they don’t own enough for an estate plan or it’s just too morbid to think about death. However, what happens if you don’t plan?

Your family may be left with more burdens other than your death or incapacity. They may end up losing what should rightfully be theirs or they may have to pay substantial taxes before they can get their inheritance.

Protect your family when they need it most. Let our experts at Leeward Wealth Management help you with estate planning.

Tax Planning

Life is unpredictable and circumstances can affect whatever you’ve hard worked for in a blink of an eye.

As your income and your investments expand, so do risks involved. However, through risk management, a lot of these risks can be eliminated or kept to manageable levels. 

It is important to be able to review and understand the risks you have in your particular situation so you can make financial decisions that mitigate uncertainties.

With expert guidance from Leeward Wealth Management, you can protect yourself from risks that can jeopardize your finances. 

Tax Planning

Taxes are inevitable in anything you do.

And as your income grows, so do the taxes that you need to pay.

You can pay taxes automatically.

But why do that?

You can optimize and reduce your tax liabilities through various strategies.

This leaves you with financial leverage that you can invest into something that can make your money grow more. 

Leeward Wealth Management can help you lower your tax liabilities  by giving you advice on tax-lowering methods that can give you a significant financial boost.

Insurance and Annuities: There are several financial products available that help you build an investment plan that can protect you and ensure a comfortable life for your loved ones. Among the more popular of these financial products are life insurance and annuities.

Both life insurance and annuities are long-term investments, each with their accompanying risks and benefits.

Life insurance ensures the financial stability of your dependents in the event of your death. Annuities are also insurance contracts where you pay a set amount of money to institutions that invest these funds for you. Upon maturity, you receive a lump-sum payment or a stream of income.  

It is common for people to own both insurance and annuities. However, depending on your circumstances and needs, you may just opt for one or the other. 

Which one works best for your particular situation? Leeward Wealth Management offers invaluable advice on how you can incorporate these strategies into your financial plans.

We at Leeward Wealth Management can help you build a solid investment strategy that you can implement to ensure your protection and your family’s financial security.

College PlanningA college plan is an investment into the future of your children. Ensuring that they get a good college education is a step towards their own financial stability in the future. However, with the rising cost of education, it is important to plan early to ensure that you will be able to afford their college tuition and expenses. 

Having a specific college plan can help you systematically set aside funds enough to sustain your child’s college education. 

There are special savings accounts specifically for this:

  • 529 College Savings Plans

  • Coverdell Education Savings Accounts (ESA)

These savings plans are excellent choices. However, which works best for you and your child? Leeward Wealth Management offers invaluable advice on which can maximize your investment that assures your child’s future education.

Wealth Management

We have been discussing different financial services that can address individual financial needs.

Wealth management is an investment advisory service that combines all these financial services to address the needs of clients who have achieved a certain level of affluence. 

As a certified financial planner, Leeward Wealth Management we carefully glean information about our client’s wants so we can tailor a bespoke strategy utilizing appropriate financial products and services. 

We offer a holistic approach to managing a client’s finances - financial and investment advice, legal or estate planning, accounting, tax planning and retirement planning in one complete and comprehensive package. 

Leeward Wealth - Certified Financial Planner

Realize your financial goals, take care of your family and secure your future with a solid financial plan. As an experienced certified financial planner, Leeward Wealth Management creates financial plans designed to meet your short and long term goals.

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

Tags: certified financial planner, investment planning, college planning, wealth management, tax planning, retirement planning