At Winward Financial, we take the time to find out what your dreams are, what is important to you, and what you desire to achieve. One's dreams and desires require the setting of appropriate goals to move forward. Stephen Covey once said, "goals are pure fantasy unless you have a specific plan to achieve them." We work with you to create a plan specifically tailored to you, helping translate your dreams into your reality.
Sam Winward is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the state of CA (CA Insurance Lic. #0K07885), ID, TX, UT, and WY. No insurance business may be conducted outside of these states referenced.
Sam Winward is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company.In this regard, this communication is strictly intended for individuals residing in the states of UT, ID and CA.
Sam Winward is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the state of CA (CA Insurance Lic. #0K07885), ID, TX, UT, and WY. No insurance business may be conducted outside of these states referenced.
Sam Winward is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company.In this regard, this communication is strictly intended for individuals residing in the states of UT, ID and CA.
Services
Sam Winward is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the state of CA (CA Insurance Lic. #0K07885), ID, TX, UT, and WY.
No insurance business may be conducted outside of these states referenced.
Sam Winward is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company.
No insurance business may be conducted outside of these states referenced.
Sam Winward is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company.
We feel it is vitally important for each person to understand certain principles which, when followed, will allow a person to translate their dreams and desires into goals and plans.
We enjoy helping people understand the differences between desires and goals, learning to focus their efforts on those items within their control.
We feel our unique approach helps our clients find joy, serenity, and peace along their life's journey.
At Winward Financial Insurance & Investments LLC, we enjoy helping create financial order for our clients by providing clarity, options, and guidance.
We enjoy helping people understand the differences between desires and goals, learning to focus their efforts on those items within their control.
We feel our unique approach helps our clients find joy, serenity, and peace along their life's journey.
At Winward Financial Insurance & Investments LLC, we enjoy helping create financial order for our clients by providing clarity, options, and guidance.
Past President and Current Member - National Association of Insurance and Financial Advisors (NAIFA).
I consider myself blessed to have grown up in Soda Springs, Idaho, a small community which values hard work, honesty, and being a good neighbor.
Time spent at universities in Logan, Utah and Athens, Georgia, combined with two years of church service in Spain provided experience in even larger communities.
These experiences taught me to learn how to relate to a variety of people and cultures.
I have been blessed to be married to my wife, Aleena, for nearly two decades.
I consider myself blessed to have grown up in Soda Springs, Idaho, a small community which values hard work, honesty, and being a good neighbor.
Time spent at universities in Logan, Utah and Athens, Georgia, combined with two years of church service in Spain provided experience in even larger communities.
These experiences taught me to learn how to relate to a variety of people and cultures.
I have been blessed to be married to my wife, Aleena, for nearly two decades.
Shantel joined Winward Financial nearly a decade ago and is a licensed service assistant.
Sam defers most of the important tasks to Shantel when they require getting paperwork done exactly right, so there is a good chance you'll interact with Shantel often in the office.
Shantel is married to Paul, and together they have raised 6 children and are now enjoying the fruits of those efforts as the grandchildren keep coming.
A resident of Wellsville, Shantel enjoys her family, friends, and being part of a great community.
Sam defers most of the important tasks to Shantel when they require getting paperwork done exactly right, so there is a good chance you'll interact with Shantel often in the office.
Shantel is married to Paul, and together they have raised 6 children and are now enjoying the fruits of those efforts as the grandchildren keep coming.
A resident of Wellsville, Shantel enjoys her family, friends, and being part of a great community.
At Winward Financial, as part of our protection-based approach to helping people with their financial needs, we assist people in understanding their options for managing their medical expenses which can change at different stages of life.
We understand that properly ensuring medical expenses are covered as efficiently as possible is vital to one's overall financial well-being.
For those in or near retirement, we assist with bringing clarity to Medicare decisions which can be overwhelming to some.
We understand that properly ensuring medical expenses are covered as efficiently as possible is vital to one's overall financial well-being.
For those in or near retirement, we assist with bringing clarity to Medicare decisions which can be overwhelming to some.
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