The financial consultants of Windsor Financial Group, Inc. are proud to deliver independent, conflict-free advice. Backed by the robust resources of our broker/dealer, LPL Financial, our mission is to help our clients plan and invest with confidence and simplicity.
We specialize in helping our clients develop a strategy that fits their unique needs and enables them to work towards both short- and long-term objectives. Our services range from investment and retirement planning to risk management and estate conservation strategies. We proudly serve clients in 23 states from our Leawood office.
On our web site, you will find valuable information for evaluating your current position and progress toward your financial goals. Please explore the Resources tab above. We offer educational videos and articles that outline financial concepts and highlight ideas designed to fill the gaps in your financial plan. You will also find calculators that will help you assess your current and future needs.
For help with your financial management, or for more information about Windsor Financial Group, Inc., please contact us today.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
However exciting retiring abroad may sound, it deserves considerable planning.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
How long does a $20 bill last?
This worksheet can help you estimate the costs of a four-year college program.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The decision whether to buy or rent a home may have long-term implications.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.