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Trilogy Financial

18 Dec 2023

written by Cindy Matalucci

Friday Dec. 1st Live:

Windus Fernandez-Brinkkord from Trilogy Financial Services:

We talk about your year end financial checklist and how to be financially savvy when it comes to Holiday Spending!!!

Some of the things Windus recommends:

1.) Review Your Investment Goals:
~Look at your investment portfolio
~Rebalance portfolio if necessary
~Revisit income needs with your financial planner

2.) Check in on your retirement planning
~Maximize your 401(k) contributions and IRA contributions.

3.) Consider charitable contributions and gifts
~Consider giving to a non profit.

4.) Review Your Insurance Plans

Get to Know Windus
Windus is a third-generation Californian and second-generation San Diegan. She was raised in the community of Ocean Beach, which attributed to her love of the water. Today she still loves to surf and enjoys snorkeling and hiking. She is a supporter of the California State Parks System, is a Formula One racing fan, and loves to travel to exotic places with her husband, Kurt. They were married in Fiji in 2004, and have avid travelers since.

Windus’ husband Kurt is a kidney cancer survivor (diagnosed in 2007). Kurt and Windus strongly support research to find a cure for cancer. Windus is a member of Imerman Angels, a non-profit group that pairs cancer fighters and survivors and the families for support in persevering through their diagnosis. Following Kurt’s cancer, the couple adopted their son Bradley in December of 2010, and then his little sister, Eloise, one year later. They are amazing children that bring nothing but joy to Kurt and Windus. Bradley was just 3 weeks old when they adopted him and Eloise was 5 weeks old when they adopted her. Kurt & Windus also have a deep love of animals and enjoy a large animal family with 3 chickens, 2 rabbits, and 3 dogs. Let Windus know if you ever need eggs!

Coming from a family background in property management, Windus also wants to help build, create and foster an awesome culture for other professionals to grow their business. She is a member of EPI (Exit Planning Institute), 6 Degrees and Spire. She is also on the Board of Adjoin, a non-profit that specializes in creating pathways for individuals with intellectual & developmental disabilities. This organization is especially meaningful to Windus as her son has these challenges.

Since joining Trilogy Financial in 2003, Windus has paired success with her commitment to the relationships in her life. She works with her clients to visualize the pathways to their success so they can decide which route is better for them and helps them change gears should their chosen pathway not be as productive as anticipated. Ultimately, she strives to help her clients understand that success isn’t achieved with the first plan but with their long-term relationship and commitment to work together.

Windus is an Accredited Investment Fiduciary® (AIF®), and helps carry out a fiduciary standard of care and serves the best interests of her clients. She is also a Certified Exit Planning Advisor (CEPA®) and is specially trained to help business owners create an exit plan. She is an Investment Advisor Representative with Trilogy Capital, Inc., where she holds her Series 65 Registration. She also holds her Series 6, 7 and 63 Registrations with LPL Financial, as well as holds a Life Insurance License.

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