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.
How to Make the Tax Code Work for You
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.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
There are ways to improve your physical fitness without denting your fiscal fitness.
Understanding how capital gains are taxed may help you refine your investment strategies.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
The uncertainties we face in retirement can erode our sense of confidence.
Even low inflation rates over an extended period of time can impact your finances in retirement.
A change in your mindset during retirement may drive changes to your portfolio.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
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 number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
The decision whether to buy or rent a home may have long-term implications.
Investors seeking world investments can choose between global and international funds. What's the difference?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
What are your options for investing in emerging markets?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.