Nathan Paulson
4701 College Boulevard
Suite 212
Leawood, KS 66211
(913) 451-8100

The Cycle of Investing The Cost of Procrastination Estate Management 101 The Power of Compound Interest

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

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

A Decision Not Made is Still a Decision

A Decision Not Made is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

 

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Do Your Kids Know The Value of a Silver Spoon

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for College

This calculator can help you estimate how much you should be saving for college.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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