A family-owned retirement planning and financial services company

Testimonials

Toyoko Barcase

"My agent, Mr. Herb Hussey has been very understanding of his client's needs and always there to assist on any questions that have been presented.  He is also knowledgeable in different options of investment types.  He suggests and explains the benefit of certain types of investment programs.

I truly appreciate his effort and support to my financial need for the past 15 years.”

- Toyoko Barcase 
Beneficiary of DOE retiree

Special Delivery Hawaii
Doug & Linda Holt

From the advantage of our retirement years, we have only one regret: that we didn't engage in investing in our future from the first day of our careers. In the beginning, we took a leap of faith based on our friendship with Mr. Hussey. We were not knowledgeable of financial investing and on a tight budget. Our faith has been greatly repaid and we recommend the services of Windward Financial LLC based on our personal experience.

- Doug and Linda Holt
Long time Maui DOE teachers, served for 30+ years

Special Delivery Hawaii
Angie Hashimoto

Windward Financial is not only for Hawaii’s teachers or the Windward Coast; their staff are specifically able to assist State & City Employees with retirement planning. Retiring is not just about filling out a form and setting a date! There is so much that Windward Financial can personally help you and your family with to prepare for life after work. Windward Financial knows the process and how the state’s retirement system works. They can make your dollars work harder for you in your retirement.

Join and attend an event, and start looking now towards financial stability and success with Windward Financial!

- Angie Hashimoto
Educational Assistant-King Intermediate School, serving for 20+ years

Special Delivery Hawaii