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.
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Here are six flags that may make your tax return prime for an IRS audit.
Probate can be a completely public process, or it can be managed to include as little information as possible.
The uncertainties we face in retirement can erode our sense of confidence.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There’s an alarming difference between perception and reality for current and future retirees.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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.
Pundits say a lot of things about the markets. Let's see if you can keep up.
There are things you can do to keep yourself safe when you lose your wallet.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.