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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
It may help your business be better prepared in the event of the death of a principal or key employee.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
When to start? Should I continue to work? How can I maximize my benefit?
What kind of auto insurance should you have? Do you know?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
To choose a plan, it’s important to ask yourself four key questions.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are three things to consider before dipping into retirement savings to pay for college.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Understanding the cycle of investing may help you avoid easy pitfalls.
Agent Jane Bond is on the case, cracking the code on bonds.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
If you died, what would happen to your email archives, social profiles and online accounts?