Windsor Wealth Strategic Partners
At Windsor Wealth we believe that your finances are just one sector of your overall picture. We have found that our most successful strategies have been formed in collaboration with other professionals in our client’s lives. This is why we have curated several strategic partners over the years that provide tremendous value to our clients.
When it comes to your finances and your financial plan, taxes are always something to consider before moving forward with a new strategy, purchase, or sell. Whether it be the tax advantages or consequences of our recommendation, we have found it tremendously helpful in having Tillman, Bailey, Samples & Associates available to strategize and develop more wholistic financial plans. They apply the same close, personal attention to detail to each client from a large multi-national company to an individual tax client. They consider themselves partners in success to each of their clients and strive to assist each client in meeting their short term and long term goals, which has made this such an elegant partnership.
Cindy Lundquist is another wonderful partner of Windsor Wealth. Cindy is a retired social security administrator and has spent over 27 years with the SSA and over 19 years assisting private and public companies educate their employees and clients about Social Security & Medicare benefits. Social Security benefits are such a critical part of many retirees’ peace of mind in retirement and there are many different factors to consider when determining when and how to take your social security benefit. Cindy assists our clients in determining their best options in claiming Social Security benefits and Medicare benefits so that our clients can feel confident in their decision and financial plan.
Raymond James is not affiliated with or endorses the services of Tillman Bailey Samples & Associates or Cindy Lundquist & Associates.