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.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
For some, the social impact of investing is just as important as the return, perhaps more important.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
It's important to understand how inflation is reported and how it can affect investments.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Using smart management to get more of what you want and free up assets to invest.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A bucket plan can help you be better prepared for a comfortable retirement.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here is a quick history of the Federal Reserve and an overview of what it does.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
It's easy to let investments accumulate like old receipts in a junk drawer.