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Planning & Economy

A New Service for Windsor Wealth Clients

November 7th, 2023

We have all been there, young and adult, just starting a full-time job and not sure how to organize my finances: I remember asking – what is my first priority?

We are willing to help the younger versions of ourselves by offering financial advice to your kids and grandkids.

There is so much opportunity at this age to eliminate mistakes, ignore the myths and create a simple but effective path towards the future. It all starts with a meeting. We can help your kids get started the right way. And if they have a unique or special circumstance, we’ll help them sort their priorities.

During these meetings we typically discuss topics such as saving for a new house, paying down debt, starting an emergency fund, selecting employer benefits and all the details leading towards a successful financial journey: the start towards financial adulthood.

This meeting is a cost-free courtesy for your family as our client. If you think your child or grandchild could benefit from a meeting with us, please let us know and we can reach out to them, or they are welcome to contact us.

Thank you for your relationship and we look forward to hearing from you.

Windsor Wealth Planners & Strategists


Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Windsor Wealth Planners and Strategist. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth Planners and Stategist is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdications for which they are propertly registered.  Therefore, a response to a request for information may be delayed. 

Please note that not all of the investments and services mentioned are available in every state.  Investors outside of the United States are subject to securities and tax regulations within their application jurisdications that are not addressed on this site.  Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. 

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