WINDSOR WEALTH PLANNING, LLC

BRIDGING TODAY WITH TOMORROW
 

OUR SERVICES

Financial Planning

Retirement Planning

Small Business Needs

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

 

james.kimball@lpl.com

stephen.ziblut@lpl.com

Tel: 920-230-2121     Fax: 920-230-2122

© 2018 Windsor Wealth Planning, LLC.

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC.

LPL Financial registered representatives associated with this site may only discuss and/or transact securities business
with residents of the following states: AK, AZ, CO, FL, IN, MI, MN, NC, NY, SC, TX, VA, WA, and WI.