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

Calculators

You can review interesting calculators on my site.

View Calculators

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Contact Us

Please feel free to contact us with any questions.

Contact Us

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

  • Cancer Happens: Insurance Can Help Fortify Your Finances

    Although it’s scary to consider the possibility of a cancer diagnosis, it might be helpful to prepare for the financial implications.

  • Mixing It Up: Asset Allocation and Diversification

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

  • 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.

  • HOT TOPIC: The Economic Impact of an Aging World

    This article looks at some of the demographic trends and economic challenges related to global aging.

More Newsletters »

Calculators

  • Lifetime Earnings

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

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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