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Windsor Financial Group
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Windsor Financial Group

220 Gibraltar Road, Suite 350 Horsham, PA 19044

Phone:

  • (215) 293-9337

Fax:

  • (215) 441-4123

E-mail:

  • jadlam@financialguide.com
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Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Videos

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

View Videos

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.
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Transcript

Newsletters

  • All Eyes on the Earnings Picture

    Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.

  • HDHP/HSA Pairing May Help Control Medical Costs

    High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.

  • Tax-Loss Harvesting Offers Chance at Silver Lining

    Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.

  • HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy

    This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.

More Newsletters »

Calculators

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

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

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