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.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A few strategies that may help you prepare for the cost of higher education.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
A letter of instructions provides additional and more personal information regarding your estate.
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.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here are five facts about Social Security that might surprise you.
The decision whether to buy or rent a home may have long-term implications.
Understanding the cycle of investing may help you avoid easy pitfalls.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.