
Windsor Financial Services LLC
empowering families to financial freedom
Welcome to WindsorFS.com, where you’ll find a wealth of information in the form of newsletterarticles, calculators, research reports, Seminars and quote requests.
Your continued visits to this site will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, I hope you see the value of working with a skilled professional to help you pursue your financial goals.
Windsor Financial Services LLC is here to educate you about the basic concepts of financial management, estate preservation, and to give you fast, easy access to market performance data. We'll help you in areas of tax favorable planning, using tax free and tax deferred products such as life insurance, annuities, disability income insurance, affordable health insurance, long term care and asset based care. This site is frequently updated. I hope you'll take advantage of this resource and return often. Add this site to your list of "favorites" on your Internet browser.
Calculators
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.