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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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Calculators

You can review interesting calculators 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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Transcript

Newsletters

  • How Funding an HSA Could Help Strengthen Your Retirement Strategy

    Discover how a well-managed health savings account can help you pay current and future medical bills as well as prepare for retirement.

  • HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?

    This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.

  • Why Buy Life Insurance During Unsettled Economic Times?

    This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.

  • Time for a Spring Cleanup: Organizing Your Financial Records

    Spring is a good time to clean out and organize financial records. This article offers guidelines on how long different types of records need to be retained.

More Newsletters »

Calculators

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Federal Income Tax

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

  • Loan Payoff

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

  • IRA Eligibility

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

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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