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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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Contact Us

Please feel free to contact us with any questions.

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Videos

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

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Flipbooks

You can review interesting Flipbooks on my site.

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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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Newsletters

  • Concerned About Cyberattacks? The Threat Is Real

    Small businesses that handle potentially sensitive information about customers, employees, or competitors should be proactive about addressing this risk.

  • HOT TOPIC: Should You Worry About Market Volatility?

    On August 5, 2024, the S&P 500 dropped 3% from its previous close but bounced back quickly. This article explains why investors would be wise to tune out the noise of market volatility.

  • Can Home Improvements Lower Your Tax Bill? It Depends

    Most home improvements are not tax deductible, but certain types of projects might help reduce your tax burden in other ways.

  • Key Retirement and Tax Numbers for 2025

    This article outlines some important IRS cost-of-living adjustments for 2025.

More Newsletters »

Calculators

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

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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