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Personal Financial Planners Near Me - Windsor Wealth Group IMG 11-10-2020 Welcome to LEARN MORE NEW NAME, SAME CLIENT CARE. Personal Financial Planners Near Me - Windsor Wealth Group IMG 11-10-2020 Slide Take the Guesswork Out of Investing. Balanced Risk. Max Tolerance. Calculate with Knowledge. Invest Wisely. Real-World Analysis. Find Your Optimum Level. Am I going to have
enough? Are you approaching retirement and
worried that you might not have
enough saved to this point.
We can help! FIND OUT MORE I’m about to retire:
Am I prepared? Retirement is right around the corner and
I’m not sure that I’m prepared for what’s
next. At this point, what steps can I take? FIND OUT MORE I’ve heard Social
Security is
complicated, is it? How do I maximize my
Social Security Benefits? FIND OUT MORE I’m about to retire what do
I need to know about
Medicare? I just lost my husband or wife, and I'm not
sure what to do to manage my finances. FIND OUT MORE I just lost my loved one;
now what? I've heard there are penalties.
What's it going to cost? FIND OUT MORE I just went through
a divorce. I need someone to assist me in managing
my money and helping me plan successfully
for my future. FIND OUT MORE I have a major medical
issue and I’m not sure
what I should do? Is the diagnosis correct? What
doctors are best? Which facility
has the best outcomes? FIND OUT MORE Why should I hire someone
over doing it myself? I don’t have the time or energy to work with
someone else on my retirement plan or investing
right now. Why can’t I just do it myself? FIND OUT MORE I'm a woman managing
wealth As a woman managing a company,
financials, or making decisions
regarding wealth, you have a unique
set of issues to deal with. FIND OUT MORE How do I sell my business
and who should I sell it to? I’ve done well for myself, and now I’m
looking to cash in on my business.
Where do I even begin? FIND OUT MORE Just getting started? Whether you’re a young family or a
single professional we’re here to
help you get started with investing
and planning for the future. FIND OUT MORE Slide
Wealth Management Firm Near Me - Seminars IMGSEMINAR
SERIES Wealth Management Firm Near Me - My-Risk-O-Meter IMGRISK-O-METER
INVESTING
TOOL Wealth Management Firm Near Me - Family Wealth Planning IMGFAMILY
WEALTH
PLANNING Wealth Planning Near Me - Portfolios IMGPORTFOLIO Find A Financial Advisor Near Me - Stages of Life IMGSTAGES
OF LIFE Wealth Management Group Near Me - Case Studies IMGCASE
STUDIES

Why Windsor Wealth?

Your family’s lifestyle, hopes and dreams are uniquely your own. As your financial planners, we make it our priority to understand your family’s financial puzzle. We help you identify and prioritize your goals and concerns as means to maximize your investments and savings allowing you to fulfill your financial goals.

We do this through real-time planning. We plan for the long-term and act in the short-term to help limit risk and enhance your outcomes. We ask the right questions. By fully understanding you and your family, we develop your plan and investments for a wide range of market, economic and life-event circumstances.

And because we know life is ever-changing, we grow and change with you. Our goal is to be your trusted financial partner for every season of your life.

Why? Peace of Mind. Our team does the work so you can live your life.

Learn More

With over 65 years of combined experience in the financial consulting industry in Gainesville, GA we are fully invested in our clients.

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Life & Fun

May 25th, 2021

Congratulations Mia Viera Lilly

Congratulations to Mia Viera Lilly! She graduated from Gainesville High School. Mia will be attending Georgia Southern in the Fall, and we all could not be prouder of her! The Lilly’s.   Mia and Anne Michele Lilly. “Mom.”     Mia and Anne Mclemore. “Grammy.” Mia and John Namon Lilly II. “Zeke” and “Popey” Mia… Read More

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Planning & Economy

June 1st, 2021

Prices

  Inflation seems to be bounding. You’ve all heard the stories about houses selling in hours with multiple bids above asking prices. Our realtor called and tried to entice us to sell – she thought we could get double what we paid for the house as recently as 2018. A dear friend of mine, an… Read More

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Market Updates

June 23rd, 2021

Morning Brief

Headline News: Wall Street is set for a slightly higher open after Fed Chairman Jerome Powell reiterated that the central bank would not quickly raise interest rates. He also stated that he encouraged a “broad and inclusive” recovery for the job market. Later today, the IHS Markit Manufacturing and Services PMI for June and New… Read More

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Market Month – May 2019

June 26th, 2019

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