Tailwind Financial Strategies

Tailwind Financial Strategies Visit my website (www.tailwind-fs.com) for contact information. See less

Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor and member of FINRA (www.finra.org) and SIPC (www.sipc.org). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.tailwind-fs.com.

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn mo...
05/29/2026

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
05/27/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest a...
05/25/2026

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
05/22/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
05/20/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
05/18/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

There are four basic steps to calculating the value of an estate.
05/15/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

The truth is a little more complicated with these personal finance idioms.
05/13/2026

The truth is a little more complicated with these personal finance idioms.

Check out this video to begin separating fact from fiction.

Three tips for giving smart from the heart.
05/11/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

Business owners should consider a succession plan sooner rather than later.
05/08/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Address

303 S Mission Street, STE 300
Wenatchee, WA
98801

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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