Wealth Management Firm Near Me - Facebook Icon IMG  Wealth Planning Near Me - Certified Financial Planners Twitter Icon IMG   Find A Financial Advisor Near Me - Wealth Planners Linkedin Icon IMG 

678.971.1337

Access Your Account Online

☰ Menu

Retirement & Longevity

Windsor Retirement Advisors

If you have been saving for retirement, chances are you have searched for, spoken to, or chosen a retirement advisor near you at some point in the last few years. Did they offer you multiple plan options? Did you feel comfortable speaking with them? Were they available to chat 24/7 whenever you had an issue? If the answer to any of these is “no”, it is time to call a Windsor retirement planner.

At Windsor, we pride ourselves on being the hometown advisors. This means that we treat you like family, are always available to problem solve (or just talk), and explore every avenue to make sure that you choose the best plan that fits your life and your goals. Our independent wealth management fiduciaries truly care for each client, something you won’t find at other firms.

How well do our retirement assumptions align with reality?

Everyone has expectations about what their golden years will look like. But too often, retirement is thought of as a finish line – a destination, rather than a new, decades-long phase of life. In the first installation of a three-part longevity feature, Dr. Joe Coughlin, founder and director of the MIT AgeLab, discusses the ways in which investors – and society – often miss the mark when it comes to retirement reality. Prefer to listen on your favorite podcasting platform? This episode of For What It’s Worth is also available on Apple Podcasts and Spotify.

Unlocking the untapped potential of the Longevity Economy

Creating products that better fit the needs of older people isn’t just a nice thing to do – it’s a tremendous economic opportunity. One that offers wins for businesses and consumers alike. In the second installation of a three-part longevity feature, Dr. Joe Coughlin, founder and director of the MIT AgeLab, explains why retirees are “the world’s most misunderstood market.” Prefer to listen on your favorite podcasting platform? This episode of For What It’s Worth is also available on Apple Podcasts and Spotify.

Connective tech offers seniors independence – with tradeoffs

Younger generations aren’t the only ones balancing the benefits of technological innovation with drawbacks like digital addiction, privacy concerns and mental health effects. In the final installation of a three-part longevity feature, Dr. Joe Coughlin, founder and director of the MIT AgeLab, discusses how future technological advances may affect the well-being of older individuals. Prefer to listen on your favorite podcasting platform? This episode of For What It’s Worth is also available on Apple Podcasts and Spotify .

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. 

Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. 

Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.