It's no secret, common sense and sound investment discipline go a long way toward meeting your financial goals. We will work to help you stay disciplined, stay on your path and help you navigate rough spots along the way. But that's what you should expect from anyone you engage to help you invest.
You should expect more from us. You should expect us to challenge you to matter more to the people and causes that you love and care about. You should expect us to know you well and to be committed to you and your families.
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
- Warren Buffet
The financial consultants of Windsor Financial Group, Inc. are proud to deliver independent and personalized advice. Backed by the robust resources of 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 pursue 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 time off of your plate, so you can feel confident to redirect your focus on what matters most to you. 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.
Owner of Windsor Financial Group, Inc., Nathan and his family have lived in the Kansas City area since 1996. Nathan was born and raised in Wisconsin. He is a graduate of Drake University, where he met his wife, Sonia. They are currently enjoying their 28th year of marriage and are proud parents of three remarkable children and one fairly average child.
Whether actively saving or in retirement, Nathan and his team take pride in encouraging their clients to matter more to the people and causes they care about. Proud to offer independent guidance, he helps his clients stay disciplined and focused on their plan with education, perspective and when necessary, tough love.
After being introduced to Windsor Financial Group, Inc. as a consultant in 2001, Nathan has helped build and nurture exceptional relationships with the families and businesses that Windsor Financial Group, Inc. serves. He is the advisor to about 130 families and is registered through LPL Financial to conduct securities business, and he is insurance licensed.
Born and raised in the Kansas City area, Michael is the oldest son of Nathan and Sonia. He is a graduate of Drake University in Des Moines, Iowa. Before he became licensed to conduct securities business, Michael cut his teeth as an operative for local, state, and national electoral causes.
Michael’s earliest memory of Windsor Financial Group comes from playing with toy trucks in the conference room when he was six years old. While finding success outside of this firm, Michael has been raised with the values and philosophy of Windsor Financial Group from a very young age.
Whether meeting new families, or building the bridge to clients’ posterity, Michael shares Windsor Financial Group’s vision of independent guidance and service. He takes pride in helping clients invest with confidence, discipline, and spotlighting a focus on what matters most.
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.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
We create strategies that are tailored to your goals.
We're prepared to guide you through life's transitions.
We operate our business with ethics and integrity.
Let's talk about your investment strategies.
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