See how we may serve you today
Retirement planning is not as easy as it may seem, it is not a "one size fits all" process. Variables such as age, risk-tolerance, and time horizon are just a few of the many factors we consider when crafting an individual plan.
Creating an estate plan is crucial if you wish to transfer your assets to your heirs in the most tax-efficient, effective way possible. A will, power of attorney, healthcare proxy, and trusts are just a few of the tools available to you. We can help coordinate your plan.
As the cost of a college education continues to rise, outpacing the rate of inflation, it is becoming beyond the reach of most people unless they have planned early on. For people starting a college savings plan today, questions arise as to the best way to save.
George Johnson serves a diverse group of individuals wanting to partner with a trusted professional to advocate and monitor a...
Brian Johnson is a member of a financial advising family team at The Windsor Group that focuses on helping successful...
Along with most consumer prices, college tuition costs are heating up again. It seems as though we have become accustomed to college cost increases that have outpaced the rate of inflation; however, recent data shows them rising at an even more alarming rate into the double digits in many states and as high as 30% in California.
For anyone who has dealt with an aging parent or grandparent the concept of long term care is likely a familiar one. Those unfortunate enough to suffer from Alzheimer’s or other cognitive illness can end up requiring nursing care that can reach and exceed $80,000 per-year depending on the quality of care.
Caught in an extraordinary convergence of unhinged stock market volatility and historically low interest rates on savings, many people are rethinking their plans and their vision for the future, especially as they consider the prospect of having to stretch their retirement income over 25 or 30 years. A study conducted in 2015 by the Employee Benefit Research Institute found workers of all
© 2025 The Windsor Group. All rights reserved.
