Our Services

While developing a customized financial program at Windsor Financial Services LLC, I will walk you through a step-by-step process that will help make you feel and be confident in your decisions.

Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:


  • Tax management by using tax free and tax deferred products  
  • Investment and retirement strategies that are insured & guaranteed 
  • Estate conservation and wealth transfer for pennies on the dollar 
  • Asset based care and traditional Long Term Care to maintain dignity at time of medical need 
  • Major medical and Medicare supplement to protect your assets against health care costs