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 Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
A look inside the U.S. government's statistics on household net worth.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
When do you need a will? The answer is easy: right now.
Smart investors take the time to separate emotion from fact.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Even low inflation rates can pose a threat to investment returns.