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Comprehensive Financial Planning

At Windawi & Associates you'll benefit from our holistic planning approach, where every aspect of your finances is integrated, and every decision is made in your best interest. From advice, to implementation, to ongoing oversight, we will help you stay on course toward your goals of seeking financial independence.

Tax Planning

A comprehensive financial plan will include a strategy for minimizing income taxes throughout the year by collaborating with your tax professional.

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Investment Management

At Windawi & Associates, having a full understanding of our client’s tax situation is critical in developing a tax-efficient investment portfolio as part of our holistic approach.

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Estate Planning

We collaborate with your attorney or one of our strategic partners to develop tax, estate, and gifting strategies to ensure a smooth transfer of your estate to your loved ones or favorite charities in a tax efficient manner.*

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Retirement Planning

Whether you’re in the prime of your career, are just a few years away from leaving the workforce, or are already evaluating an early retirement offer, we can help create an investment plan that exceeds your long-term goals. 

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Insurance Planning

Determining how much coverage you need, what risks you can afford to self-insure, what type of insurance you should buy and how you should coordinate with your employer benefits. 

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Cash Flow Management

By working together, we’ll model different strategies to measure the impact of various decisions you may make, giving you the knowledge and power to control your financial destiny.

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* Windawi & Associates and LPL Financial do not provide legal advice or services. Please consultant your legal advisor regarding your specific situation. LPL Financial Representatives offer access to Trust Services through the Private Trust Company, N.A. an affiliate of LPL Financial.