The financial consultants of Windsor Financial Group, Inc. are proud to deliver independent, objective 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.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Understanding how a stock works is key to understanding your investments.
A letter of instruction provides additional and more personal information regarding your estate.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Try these activities to keep your brain sharp.
Important items to consider when purchasing condo insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your capital gains tax.
Using smart management to get more of what you want and free up assets to invest.
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.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are three things to consider before dipping into retirement savings to pay for college.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here is a quick history of the Federal Reserve and an overview of what it does.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Investors seeking world investments can choose between global and international funds. What's the difference?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.