The Leeward Financial Group

05/25/2026

Today, we pause to honor the brave men and women who gave their lives in service to our country. Their sacrifice is the foundation of the freedoms we enjoy every day.

From all of us at Leeward Financial Group, we remember, we honor, and we give thanks.

05/10/2026

At Leeward Financial Group, we recognize the incredible role mothers play- at home and in business.

Today, we honor the moms on our team, the clients we serve, and the women who inspire us to lead with care and purpose.

Happy Mother’s Day from all of us at Leeward Financial Group.

05/05/2026

Having Fun w/ several members of the firm in Las Vegas for Raymond James Elevate Conference

04/28/2026

Celebrating 3 incredible years of growth, innovation, and commitment to our clients.

What started as a bold vision has continued to be a thriving reality- and we’re just getting started!

Thank you to our amazing team, partners, and clients for being part of the journey.

We congratulate new team members Wes McDonough & Blake Rubin, on their 1-year anniversary!

Here’s to the future with Leeward Financial Group!

04/17/2026

As long-term care needs grow with age, traditional insurance may feel restrictive. Learn how asset-based long-term care solutions can offer greater flexibility, protection and potential value as part of your retirement strategy:

raymondjames.com

04/05/2026

Happy Easter from Leeward Financial Group!

Wishing you a joyful and peaceful Easter filled with hope, renewal, and prosperity.

May this season bring happiness to you and your loved ones.

03/20/2026

What an amazing evening at Shooters Waterfront Restaurant, where we explored how to enhance our sleep for optimal performance. Our clients were fully engaged and eager to put better sleep strategies into practice.

A huge thank you to Melissa Milanak for her insightful and dynamic presentation, as well as Jason Muntner and Victory Capital for partnering with us to make this event truly exceptional.

There’s nothing more rewarding than helping our clients invest in their personal well being—especially over great food and a beautiful sunset.

Beach

03/16/2026

Amazing turnout at our client luncheon event!

A huge thank you to Social Security expert Brian Doherty, who shared powerful strategies on when to claim benefits and how to make the most of Social Security.

We loved seeing our clients engaged, informed, and empowered!

Beach

02/14/2026

Great lunch event at our headquarters on Social Security. Thank you Brian!

01/26/2026

As January 2026 comes to a close, we’re proud to reflect on our 2025 accomplishments, highlighted by a memorable year-end celebration for our clients.

A big “Thank you” to our professional partners who helped make it one of our best events yet.

We are looking forward to another great year in 2026!

Lauderdale