April 2025 Newsletter
Windsor Wealth Management: Empowering Your Future Through Strategic Partnerships
At Windsor Wealth Management, we recognize that financial planning is just one facet of your comprehensive well-being. To provide holistic support, we’ve cultivated a network of esteemed professionals who collaborate with us to enhance your financial journey. Our strategic partners offer expertise in areas such as healthcare, taxation, retirement benefits, and college preparation, ensuring that every aspect of your life is thoughtfully planned.
Meet Our Trusted Strategic Partners
Dr. Allen Butts – Medical Advisor
With over 28 years in the medical field, including 23 years serving the Gainesville, GA community, Dr. Allen Butts brings invaluable insight into health and longevity planning. His guidance helps clients make informed decisions about their medical options, contributing to a well-rounded financial strategy.
Tillman, Bailey, Samples & Associates – Tax Advisors
Navigating the complexities of taxes is crucial in financial planning. Tillman, Bailey, Samples & Associates offers personalized tax strategies, assisting our clients in optimizing their financial plans with a keen eye on tax implications.
Cindy Lundquist & Associates – Social Security & Medicare Specialists
With over 27 years at the Social Security Administration and 19 years advising on Social Security and Medicare benefits, Cindy Lundquist provides expert counsel to retirees. She ensures clients understand their options, helping them make confident decisions about their retirement benefits.
Dr. Chris Turpin – College Preparation Coach
Navigating the college application process can be challenging. Dr. Chris Turpin of 360 Coaching offers personalized coaching to students, assisting them in selecting the right college, securing scholarships, and enhancing their college applications. His expertise supports families in making informed decisions about higher education.
A Holistic Approach to Financial Planning
Our team believes that true financial success encompasses more than just investments. By partnering with professionals across various fields, we ensure that your financial plan is comprehensive and aligned with your life goals. Whether it’s optimizing tax strategies, planning for healthcare needs, understanding retirement benefits, or preparing for college, our strategic partners are here to support you every step of the way.
Stay Connected
To learn more about how our strategic partners can assist you, or to schedule a consultation, visit our Strategic Partners page. Together, we can build a financial plan that supports your aspirations and secures your future.
Please note: Raymond James is not affiliated with or endorses the services of the aforementioned strategic partners.
Raymond James is not affiliated with and does not endorse the services of Tillman Bailey Samples & Associates or Cindy Lundquist & Associates.
Raymond James is not affiliated with and does not endorse the opinions or services of Dr. Chris Turpin or 360 Coaching.
Raymond James is not affiliated with and does not endorse the opinions or services of Dr. Allen Butts or any mentioned organizations.