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. 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.
Helpful Content
U.S. Personal Savings Rate
What can be learned from the savings rate?
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Disability And Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
View all articles
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Tax Freedom Day
Assess how many days you'll work in 2012 to pay federal tax liability.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Saving for College
This calculator can help you estimate how much you should be saving for college.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
View all calculators
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
View all presentations
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Rightsizing for Retirement
What does your home really cost?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.