Skip to content
Windward Financial AdvisorsWindward Financial Advisors
  • Home
  • Business Owners
  • Families and Individuals
  • How We Serve
    • How We Serve
    • Our Approach
    • Our Investment Philosophy
    • What Makes Us Different
    • Investment Process
    • Banking and Lending Solutions
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Investment Banking
    • Alternative Investments
  • About Us
    • About Us
    • Tim Keffer
    • Chris Young
    • Pam Keffer
    • Claudia Hendershot
    • Why Work With a CFP
    • About Raymond James
  • Resources
    • Resources
    • Giving Back
    • Blog - Exit Avenue
    • Client Access Videos
    • Commentary and Insights
    • Calculators
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Windward Financial Advisors
    2077 Somerville Rd. Suite 320 Annapolis, MD 21401 T: 443.214.7777 F: 866.207.9155 TF: 844.808.7927
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Retirement
    • Retirement & Longevity
  • Media
    • Calculator
403(b) Savings Calculator
403(b) plans are only available for employees of certain nonprofi...
Retirement
Company Stock Distribution Analysis
If you own company stock in a retirement plan, you may be able to...
Retirement
How important is Social Security?
How will losing your Social Security benefits affect your retirem...
Retirement
Required Minimum Distributions (RMD)
The IRS requires that you withdraw at least a minimum amount - kn...
Retirement
Retirement Contribution Effects on Your Paycheck
An employer-sponsored retirement savings account could be one of ...
Retirement
Retirement Income Estimator
Use this calculator to determine how much monthly income your ret...
Retirement
How much do you need to retire?
Do you know how much it takes to create a secure retirement? Use ...
Retirement
Retirement Plan Withdrawal
Withdrawing money from a qualified retirement plan, such as a tra...
Retirement
Retirement Planner
Do you know what it takes to work toward a secure retirement? Use...
Retirement
Roth 401(k) vs. Traditional 401(k)
A 401(k) contribution can be an effective retirement tool. Since ...
Retirement
Roth IRA Savings
Creating a Roth IRA can make a big difference in your retirement ...
Retirement
Roth IRA Conversion
In 1997, the Roth IRA was introduced. This new IRA allowed for co...
Retirement
envelope

Make financial decisions with confidence

Windward Financial AdvisorsWindward Financial Advisors
  • Windward Financial Advisors
  • 2077 Somerville Rd. Suite 320 Annapolis, MD 21401
  • T: 443.214.7777
  • F: 866.207.9155
  • TF: 844.808.7927
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use