View Our Customer Relationship Summary
Skip to main content
Windsor Financial Group
  • Home
  • About Us
    • Biography
    • My Process
  • Products & Services
    • 529 College Savings Plans
    • Annuities
    • Disability Income Insurance
    • Individual Retirement Account
    • Life Insurance
    • Long Term Care Insurance
    • Mutual Funds
    • Trust Services
  • Resources
    • Articles
    • Calculators
    • Newsletters
    • Videos
    • Flipbooks
    • Glossary
    • Market Watch
  • Account Access
  • Licenses
  • Contact Us

Windsor Financial Group

220 Gibraltar Road, Suite 350 Horsham, PA 19044

Phone:

  • (215) 293-9337

Fax:

  • (215) 441-4123

E-mail:

  • jadlam@financialguide.com
  • LinkedIn Icon

Videos

We have interesting videos for you to watch on my site.

View Videos

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Calculators

You can review interesting calculators on my site.

View Calculators

Click here for Client Relationship Summary

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
More Videos »
Transcript

Newsletters

  • Mixing It Up: Asset Allocation and Diversification

    This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.

  • Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm

    Many insurance companies have begun to raise rates, restrict coverage, or stop selling policies in high-risk areas.

  • Read a Good Beige Book Lately?

    The Federal Reserve’s Beige Book provides a concise narrative overview of the economy in each of the 12 Federal Reserve Bank Districts and is readily available to the public.

  • Phased Retirement Can Help Smooth the Transition

    The article explains why a phased retirement program can be a positive experience for employees, employers, and customers.

More Newsletters »

Calculators

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators »

James A Adlam, Jr is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Supervisory office: 220 Gibraltar Road, Suite 350, Horsham, PA 19044. Tel 215.441.8200. Windsor Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies.

CRN202510-2996844

Home | Contact

  • Site Map