What’s important to you? Will you have enough accumulated wealth to cover your lifetime living expenses?

Retirement planning is more than calculating if your retirement savings will be enough to cover your retirement needs. Retirement is embracing lifestyle changes, anticipating future expenses, and becoming comfortable with the idea of changing the way you support yourself. For many, retirement is not necessarily ceasing to work, but instead having the flexibility to work on your terms, in a more life rewarding capacity.

At Leeward, we focus on understanding what retirement means to you. We work together to generate a financial plan that incorporates your savings, future cash flows, inflation, changes in income and expenses, and your personal goals. We work together to identify potential gaps and work on solutions to overcome those hurdles.

We understand that retirement is an emotional decision as much as it is a financial one. We strive to provide peace of mind by addressing your concerns. We identify how much wealth you will need to retire, where your income will come from, what insurance is appropriate, and the best way to address healthcare needs. But most importantly, we ensure you’re not missing any critical components to your retirement strategy. We believe you should be comfortable and excited to enter a new stage of life.

Our goal is to provide that confidence.