Windfall Advisors @Windfall_Advsrs

Selling a business or property isn’t just a transaction—it’s a life transition. From tax considerations like a 1031 exchange to how the sale is structured, each choice impacts your future security. Learn more: windfalladvisors.com #BusinessPlanning #WealthStrategies

As an entrepreneur, you’ve put a lot into your business. Now that it’s time to sell, it’s time to get as much out as you possibly can. According to a recent article in Entrepreneur magazine... 🌐 Read full blog windfalladvisors.com/what-to-do-bef… #Blog #DanielScottJohnson #WindfallAdvisors

Divorce is never easy, but clarity and preparation can help ease the process. Start by organizing financial records and creating a clear list of shared assets and debts. Learn More 🌐 windfalladvisors.com #DivorceSupport #LifeTransitions #FinancialClarity #Emotional

At Windfall Advisors, being a true fiduciary isn’t just a title—it’s a commitment. This means every piece of advice is designed with your best interests at heart, ensuring clarity, transparency, and trust at every step. In a world where financial decisions can feel overwhelming

Navigating settlement awards can feel overwhelming, but understanding each step makes the process smoother. From gathering essential documentation to tracking the disbursement timeline, being informed ensures clarity and confidence. Learn More 🌐 windfalladvisors.com

Daniel Johnson of Windfall Financial Advisors has become an important part of our latter life. Daniel has a genuine and authentic concern over our current financial well being and has crafted a plan to secure our children's financial future. He feels as much family as he does our

For a deceased person, the final income tax return is due on the same date it would have been if they were still alive—typically April 15 of the year following their death. In some cases, returns for prior, unfiled years may also need to be submitted. 🌐 windfalladvisors.com

Winning the lottery is a dream come true, but what you do next truly shapes the future. Take a pause before making big moves, protect your privacy, and keep that winning ticket safe. Surround yourself with trusted professionals who can guide you wisely. #LotteryWin #ackpot

Sudden wealth can feel overwhelming, but clarity begins with intentional steps. Take time to pause and assess your full financial picture before rushing into decisions. 🔗 Learn more windfalladvisors.com #SuddenWealth #FinancialClarity #WealthWisdom #MoneyMindset

We are currently amid one of the largest transfers of generational wealth. Not surprisingly, the Baby Boomers, once the biggest cohort with an estimated 73 million members, holds the most money. #Blog #DanielScottJohnson 🌐 Read full blog windfalladvisors.com/when-boomers-r…

Receiving an inheritance is a process that requires precision, patience, and expertise. It begins with a thorough inventory of all assets and important documents, followed by the official appointment of a Personal Representative or Successor Trustee. 🔗 windfalladvisors.com

We’re a Fee-Only, Fiduciary Registered Investment Advisor—which means no commissions, no hidden fees, and no conflicts of interest. Our only loyalty is to YOU.Every recommendation we make is in your best interest, always.That's the Windfall difference. windfalladvisors.com

Sudden wealth isn’t just opportunity—it’s complexity. Anxiety, poor decisions, and social pressures are real. At Windfall Advisors, we bring clarity, structure & strategy. This is what we do. We’re the experts in guiding sudden wealth. #SuddenWealth #WealthManagement

Satisfaction Guaranteed—And Proven. With 10+ years’ experience, founder Daniel Scott Johnson has a spotless record: 0 client complaints, 0 regulatory issues. Integrity + results, every time. Trust your wealth to proven hands. #WealthManagement 🌐 windfalladvisors.com

Sudden wealth isn’t just excitement—it’s pressure, risk & shifting relationships. We guide clients through these moments with clarity, structure & strategies that protect & grow their assets. This is what we do—and we lead in this space #SuddenWealth #WealthManagement #Financial

Sudden wealth can change your life—but it also brings challenges. From inheritance to business sales, smart planning turns a windfall into lasting security. At Windfall Advisors, we help you gain clarity, confidence & control over your future. #SuddenWealth #WealthManagement

What a unique and heartening experience to have an expert share his knowledge without a preoccupation for making a sale. Daniel is a kind, patient, and insightful professional. . . . . #ClientLove #FinancialPlanningWithHeart #TrustedAdvisor #RealReviews #WindfallAdvisors

We lead with knowledge, transparency & a commitment to serve. Under Daniel Scott Johnson’s leadership, we deliver proven wealth strategies & expert insights for long-term success. 🌐windfalladvisors.com #ThoughtLeadership #WealthAdvisory #FiduciaryAdvisor #WindfallAdvisors

Ready to grow your retirement savings? 📈 ✅ Max out yearly ✅ Use a backdoor Roth if eligible ✅ Revisit contributions quarterly At Windfall Advisors, we help your nest egg grow smarter & faster. Book your free intro call today! 🌐 windfalladvisors.com #RetirementTips

Windfall Advisors is a Fee-Only, Fiduciary RIA—meaning no commissions, no hidden fees, no conflicts. Our only loyalty is to YOU. Every recommendation is in your best interest. That’s the Windfall difference. 🌐 windfalladvisors.com #FeeOnlyAdvisor #SuddenWealth