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 strategies. 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.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Understanding the economy's cycles can help put current business conditions in better perspective.
Bonds may outperform stocks one year only to have stocks rebound the next.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are hundreds of ETFs available. Should you invest in them?
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Why are 401(k) plans, annuities, and IRAs so popular?
Here is a quick history of the Federal Reserve and an overview of what it does.
It's easy to let investments accumulate like old receipts in a junk drawer.