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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.

Contact Us

Calculators

You can review interesting calculators on my site.

View Calculators

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

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 »

Newsletters

  • HOT TOPIC: Colliding Forces: Russia, Oil, Inflation, and Market Volatility

    Find out more about rising oil prices related to the Russia-Ukraine conflict, and the potential effects on U.S. consumers and investors.

  • Uncle Sam Wants to Know About Your Gig Income

    Discover how a 2022 IRS tax reporting change could affect people who are self-employed or whose side job pays through an app or online platform.

  • Mutual Funds: Do You Know What’s in Your Portfolio?

    It’s important for investors to understand the funds in their portfolios. This article provides an overview of different types of funds.

  • What’s Your Retirement Dream Elevator Pitch?

    How do you see your retirement? This article provides some guidelines to help you develop a well-defined retirement vision.

More Newsletters »

Calculators

  • Roth IRA Conversion

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

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • Working While Collecting Social Security Benefits

    What will my net Social Security benefit be?

  • Car Affordability

    How much can you afford to pay for a car?

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.

CRN-202207-268188

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