Winward Financial

At Winward Financial Insurance & Investments, we believe that the key to a fulfilling life is not just about accumulating wealth, but also about securing your future and protecting the people you love. Our team, led by Samuel T. Winward, is dedicated to helping you achieve your dreams and goals by providing you with comprehensive financial solutions.

Our Mission

Our mission is to provide you with personalized financial services that cater to your unique needs and goals. We understand that every individual has different aspirations, and we are committed to helping you achieve them. Whether you are looking to secure your retirement, protect your family with life insurance, or grow your investments, we are here to guide you every step of the way.

Our Services

We offer a wide range of financial services designed to meet your specific needs. These include:

• Medicare & Health Insurance: We help you navigate the complex world of health insurance and Medicare, ensuring that you have the coverage you need to protect your health and your finances.
• Retirement Planning: Our team works with you to create a personalized retirement plan that aligns with your goals and aspirations.
• Financial Planning & Investments: We provide you with expert advice on investment strategies and financial planning, helping you to grow your wealth and secure your future.
• Life & Disability Insurance: We offer a variety of life and disability insurance options, ensuring that you and your loved ones are protected in the event of unexpected events.
• Business Planning: If you're a business owner, we can help you create a comprehensive business plan that includes succession planning, employee benefits, and more.

Our Holistic Process

At Winward Financial Insurance & Investments, we believe in taking a holistic approach to financial planning. This means that we consider all aspects of your financial life, from your investments and insurance to your retirement goals and business needs. By looking at the big picture, we can help you create a comprehensive financial plan that truly reflects your unique needs and aspirations.

Partnering with Other Professionals

We understand that financial planning often involves working with other professionals, such as attorneys and accountants. That's why we are committed to partnering with these professionals to ensure that your financial plan is aligned with your legal and tax strategies. By working together, we can help you achieve a more cohesive and effective financial plan.

Dollars and Sense Podcast

At Winward Financial Insurance & Investments, we are committed to educating our clients about important financial topics. That's why we offer the Dollars and Sense Podcast, where we discuss a variety of financial issues and provide expert advice on how to navigate them.

Educational Videos

In addition to our podcast, we also offer a range of educational videos designed to help you better understand key financial concepts and strategies. These videos cover topics such as retirement planning, investment strategies, and more, providing you with the knowledge you need to make informed decisions about your finances.

Helpful Links

We believe in empowering our clients with the information they need to make informed financial decisions. That's why we provide a range of helpful links to reputable financial resources, allowing you to stay up-to-date on the latest trends and strategies in the world of finance.

Our Location

Winward Financial Insurance & Investments is located in Wellsville, Utah. We serve clients throughout the state, as well as in Idaho, Texas, and Wyoming. If you're looking for personalized financial services and expert advice, contact us today to schedule a consultation.