Our Mission Statement
Windward Financial is a family-owned retirement planning and financial services company focused on the unique needs of Hawaii’s working families and retirees. As a local business, we believe Hawaii workers deserve to be included and have a real say in their financial future. We strive to provide local working families and retirees financial peace of mind by delivering tailored objective advice and offering customized, accessible & relevant financial products and services designed to give our clients the confidence that comes from feeling in control and knowing their financial plan is built on a solid and resilient foundation.
Competitive Advantage
Experience and Expertise in Retirement Planning for Hawaiʻi Employees
30 years of experience in State of Hawaii Retirement Planning.
Windward Financial finds the best-suited products for their clients through its relationship with The Benchmark Insurance Group. The Benchmark Insurance Group is an insurance brokerage company with access to over forty insurance companies and hundreds of products.
Get in touch
At Windward Financial, we know that finding the right insurance plan is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs and expectations.
Book an Appointment ▸
e: contact@windwardfinancial.net
t: (808) 341-7589
Goals
Windward Financial is committed to providing:
an agent who will listen carefully to better understand your intended retirement goal
Every clientʻs situation is unique. Factors such as age, medical health, employment conditions, family needs and goals, current financial circumstances all contribute to unique situations. A skilled agent understands that your personal situation will require careful listening and prioritizing what is most important to you as you consider retirement.
clear and accurate retirement information
Retirement is an important stage of life. Decisions should be based on current, valid, data-based information provided by experienced, qualified experts.
guidance on health insurance and long-term care
How does your health insurance affect retirement? What supports are available to you in the event of illness? How can long-term care benefit you and your family?
information on developing sources of lifetime income
Social Security and a pension are some sources of income, but this may be insufficient to support your familyʻs needs or to help you realize your retirement goals.
consultation services on developing a plan that benefits your immediate family and the next generation
At Windward Financial, consultation means sitting beside you to assess what you have already set aside in cash reserves, tax-deferred annuities, or other income revenue and discussing several possibilities for creating your own unique retirement plan.
