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1420 Rocky Ridge Dr Suite 160, Roseville, CA 95661. This Site is Under Construction. Confident you, Because Trust is built over time. We believe your values are more important than merely our own profit. Capable you, Because you don't have to go it alone. Our team is your resource, with generations of experience and strength. Individual you, Because one size doesn't fit all. Your solution is as unique as you are. We strive to craft solutions with you in mind. Solutions that fit your goals. It's important...

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M Todd Petersen

2339 Go●●●●●●●dow Way

Sui●●●102

Gol●●●ver , California, 95670

United States

(916)●●●●●-4585

to●●●●●●●@comcast.net

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M Todd Petersen

2339 Go●●●●●●●dow Way

Sui●●●102

Gol●●●ver , California, 95670

United States

(916)●●●●●-4585

to●●●●●●●@comcast.net

View this contact

M Todd Petersen

2339 Go●●●●●●●dow Way

Sui●●●102

Gol●●●ver , California, 95670

United States

(916)●●●●●-4585

to●●●●●●●@comcast.net

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1420 Rocky Ridge Dr Suite 160, Roseville, CA 95661. This Site is Under Construction. Confident you, Because Trust is built over time. We believe your values are more important than merely our own profit. Capable you, Because you don't have to go it alone. Our team is your resource, with generations of experience and strength. Individual you, Because one size doesn't fit all. Your solution is as unique as you are. We strive to craft solutions with you in mind. Solutions that fit your goals. It's important...

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5 our team

6 our story

7 our services

8 our difference

9 our resources

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Home | Windsor Assets | windsorassets.com Reviews

https://windsorassets.com

1420 Rocky Ridge Dr Suite 160, Roseville, CA 95661. This Site is Under Construction. Confident you, Because Trust is built over time. We believe your values are more important than merely our own profit. Capable you, Because you don't have to go it alone. Our team is your resource, with generations of experience and strength. Individual you, Because one size doesn't fit all. Your solution is as unique as you are. We strive to craft solutions with you in mind. Solutions that fit your goals. It's important...

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windsorassets.com

1

Social Security Timing | Windsor Assets

http://www.windsorassets.com/p/social-security-timing

1420 Rocky Ridge Dr Suite 160, Roseville, CA 95661. There are 567 ways to claim Social Security. Do you know which one will maximize your benefits? Source: Bankrate.com December 2, 2014). Choosing the right benefits at the right time is one of the biggest financial decisions you will ever make. Less than 3% of those claiming Social Security do so in a way that maximizes their monthly benefits. Taking your SS benefits too late. Can cost as much as taking them too early. Source: Merrill Edge June 2013).

2

Our Resources

http://www.windsorassets.com/p/our-resources

1420 Rocky Ridge Dr Suite 160, Roseville, CA 95661. Windsor Assets works with tax law attorneys to aid clients in the structuring of their portfolios. Advisors work with these attorneys, meeting the unique needs of clients for minimum tax liability and maximum asset protection. We also utilize a variety of resources to aid in the distribution of trusts using fiduciaries, the qualification of elder benefits (e.g. VA, MediCal), and other senior focused referrals. Return to Home Page. A New Look at Risk.

3

Retirement Planning Division

http://www.windsorassets.com/p/elder-planning-division

1420 Rocky Ridge Dr Suite 160, Roseville, CA 95661. Because Seniority is an Asset! At Windsor Assets, we believe that becoming a senior is a sign of achievement, accompanied with unique needs in life, health and finances. With seniors on staff, we understand your needs. Windsor Assets is your resource, whether you are making plans for the future or protecting what you have. Our products and services are designed to help you make your golden years more golden. As a complimentary service,. Life insurance i...

4

Our Approach

http://www.windsorassets.com/p/our-approach

1420 Rocky Ridge Dr Suite 160, Roseville, CA 95661. At WA we are innovating in ways outside the normal institution. We have a 6 bucket approach to investing, far more than the usual single solution store. While many investment firms rely solely on one strategy or one product, we use a variety of opportunities. To help increase growth, reduce risk, and protect you from the uncertainties of the market. We are no one-trick pony. What are our 6 approaches? Think of them as. Our team watches for the best wind...

5

Team

http://www.windsorassets.com/team

1420 Rocky Ridge Dr Suite 160, Roseville, CA 95661. Todd Petersen, CFP , MBA. M Todd Petersen, CFP, is the Founder and CEO of Windsor Assets. He started his investment career in 1984 and now directs portfolio strategies for clients in multiple states, including several non-profit organizations. Click to read more. Fred Workman, CFP. Financial Advisor and Director of Portfolio Strategies. Click to read more. Financial Advisor and Portfolio Manager. Click to read more. Click to read more. Click to read more.

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Home | Windsor Assets

1420 Rocky Ridge Dr Suite 160, Roseville, CA 95661. This Site is Under Construction. Confident you, Because Trust is built over time. We believe your values are more important than merely our own profit. Capable you, Because you don't have to go it alone. Our team is your resource, with generations of experience and strength. Individual you, Because one size doesn't fit all. Your solution is as unique as you are. We strive to craft solutions with you in mind. Solutions that fit your goals. It's important...

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