Before sailors set out for a long voyage they first plot their course, acquire adequate provisions and plan for contingencies.
Financial planning for one’s life is similar to a sailor setting out to sea. To navigate the journey successfully one has to plan: not only for the destination but also for the joys, mishaps and course changes that will come with this journey called “Life”.
At Tradewinds Capital Management many of our financial advisors are specifically trained as a Certified Financial Planner® (CFP®) to assist our clients in navigating their course through life. The primary areas in which we assist clients are:
We discuss these planning topics with clients on a per request basis. We invite you to engage us in a discussion about these or any additional topics for which you need professional investment advice and financial planning assistance.
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Tradewinds does not serve as an attorney, accountant, or insurance agent. Tradewinds does not prepare legal documents or tax returns, nor does it sell insurance products. The achievement of any professional designation, certification, degree, or license, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Tradewinds is engaged, or continues to be engaged, to provide investment advisory services.