WINDSOR WEALTH PLANNING, LLC
BRIDGING TODAY WITH TOMORROW
OUR SERVICES
Financial Planning
IRA Roth IRA
403B Mutual Funds
Stocks Bonds Annuities
Retirement Planning
Medicare
Life Insurance
Health Insurance
Small Business Needs
401K
SEP Plans
OUR PHILOSOPHY
As Alan Lakein once remarked,
"Planning is bringing the future into the present
so that you can do something about it now."
Helping our clients consider and recognize their
future financial needs, enables us to develop a specialized plan
that works toward those personal goals.
ABOUT US
Jamie Kimball is the LPL Registered Principal and manager at Windsor Wealth Planning.
Born and raised in Oshkosh, Jamie graduated from UW-Oshkosh in 1988 and has been
a financial advisor for over 30 years. He and his wife Patti currently have
two kids in college—Kyle and Kelly.
Stephen Ziblut joined Windsor Wealth Planning as an LPL Financial Advisor in 2014, having previously worked with his father at Envision Retirement Planning. Steve believes in building trusted relationships with his clients and strives to offer well-rounded financial services which also include life insurance, health insurance, and Medicare. Steve and his wife Gina live in Oshkosh with their children, Kendall and Ryan.
Check the background of your financial professional on FINRA's BrokerCheck.
CONTACT US
Windsor Wealth Planning, LLC
48 North Oakwood Road
Oshkosh, WI 54904
Tel: 920-230-2121 Fax: 920-230-2122