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...
...but here's what we really do...We help our clients so they can live a life of significance and purpose. We LOVE working with people and businesses that simply want to matter more. They want to matter more to the people and causes that they care about. If we partner together, you pay us to take some time and worry off of your plate. So what are you going to do with that time? How are you going to matter more? We will encourage and challenge you to do it. And if you're not sure, let us help. We LOVE helping our clients find out what is next on their personal journey!
Technically, our services range from investment management and retirement planning to risk management, wealth transfer tactics and estate conservation strategies.
But that is the work you expect. The real work, the hard, human work, is where we strive to excel. How are you going to matter more?
We are a little different. We are a little weird. We aren't for everybody. And we think that's good.
On our website, 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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Here's a breakdown of how the federal government spends your tax money.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
These food myths will really put a drain on your wallet.
The uncertainties we face in retirement can erode our sense of confidence.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
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.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
It's easy to let investments accumulate like old receipts in a junk drawer.
Estate conservation is too important to put off. Do you have a smart exit strategy?
There are three things to consider before dipping into retirement savings to pay for college.
Bucket lists don’t have to be for tomorrow.
With alternative investments, it’s critical to sort through the complexity.