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relax about money

A Team of Degreed Financial Advisors

Pay No Commissions · Invest Based on Evidence ·
Escape the Sales Machine

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The American Dream Experience

Investing Reimagined

A powerful group seminar that invites investors to consider potentially life altering truths about the empirical and behavioral dimensions of wealth accumulation.

Date: Apr. 6-7, Smyrna, TN (in-person only)

Cost: $0

Time: 8:00am – 5:00pm each day

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All Advisors either CFP® or ChFC® certified

Learn More From Paul Winkler, Inc.

Blog posts, videos, and audio podcast episodes to help you relax about money.

PWI Blog

Financial Planning Book: ‘Confident Financial Planning’

How Do Pensions Work?—Your Ultimate Guide

How to Prepare for Retirement

Should You Have a ‘Golden Girls’ Retirement?

How Do RMDs Work?

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Podcast

Is the Federal Government Encouraging Risky Behavior from Banks?

Do Fund Companies Handle Your Money Safely?

Indexing Is Not a One-Size-Fits-All Strategy

A Retirement Boom Is Coming: Know the Four Phases of Retirement

Annuities: A Mistake for Investors and a Conflict of Interest for Advisors

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paul's video blog

Are Rats Better Investors Than Humans?

Should You Use Laddered CDs Instead of Bonds?

A Lesson on Investing in Hopeless Times

Escape the Cycle of Fear in Investing

What Devaluing the Dollar Means for the Stock Market

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Understand Investing

We help you become a confident investor by teaching you everything we know.

Organize Your Financial Life

Keep your money together with our holistic process.

Be Free to Pursue Purpose

Gain the freedom you need to pursue what you want-without worrying about money.

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Learn how Paul Winkler, Inc. Advisors can help you get out of the investor's dilemma,which causes you stress.

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Quiz

How Well Do You Understand Investing?

Investor Quiz

Investing Guide

The Playbook To Relax About Money​

The Playbook

Book Sample

Confident Investing: Why Blind Trust Is A Poor Strategy

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Confident investing

why blind trust is a Poor Strategy

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what makes paul winkler, inc. different?

Investors are bombarded with information on the best ways to invest and handle their finances. But they may not realize that much of the information they get about investing is driven by people selling products and services. Even financial articles are often written with a sales bias, and the information is often oversimplified to the point of being nearly useless.

Financial planning can seem complex and daunting because there are so many variables—income differences, tax considerations, varying goals and challenges, availability of workplace benefits, and the list goes on. How can you tell if you’re being misled?

It’s hard to know who to trust and where to get your information from.

Our History

This is where we come in. At Paul Winkler, Inc., all of our offices are run by financial advisors that have been in the profession for over 20 years. We all came from the traditional side of the industry: working for banks, wire-houses, mutual fund companies, and brokerage firms. Those experiences uniquely equip us to help you avoid the pitfalls and traps that await the unwary investor.

We don’t believe most financial providers knowingly try to mislead the public. The problem is that their level of education is often rudimentary at best. The primary training that we received when working for the big investment firms was how to sell the company’s products. We sounded like we knew what we were talking about, but that was only because the clients knew so much less than we did.

At Paul Winkler, Inc., we address this problem by requiring that all of our advisors have financial planning degrees (which is a rarity in this industry). Our advisors also pursue advanced designations and none of them work on commission.

Our process

For those interested in our services, the process starts by looking at where you are now and assessing what you need to know. Few investors really understand the investments they currently own and that creates unease and discomfort around investing.

People tend to fear that which they don’t understand and second-guess their decisions—often at the worst times. This leads to under-accumulating for retirement and missing goals.

We educate you so you understand your investments. You don’t have to know everything, and you don’t have to be a math major to get it, but we believe that blind trust is a poor strategy when it comes to your financial future. We want you to know what you’re doing and why.

People also struggle getting their finances organized. They may not understand how all the financial pieces fit together, and thus, miss opportunities that can lead to greater financial security.

We use financial planning techniques that cover your entire financial life, and we incorporate sophisticated software that allows us to analyze your situation, organize it into an easy-to-understand picture, and give recommendations for moving forward.

Success vs. Confusion

A tremendous amount of research has been done to identify the factors that cause some to reach financial success while others remain confused and worried about their financial future. The answer frequently comes down to planning. Most people spend more time planning for vacations than their financial futures. The fear of the unknown, or the fear of “being sold” often causes people to avoid engaging in the process.

I believe the financial planning process ought to be fun, and it should never be driven by sales. We have found that the result of our coaching and planning is that the client—often for the first time in their life—gains a clear picture of their purpose. Their concerns are answered, and they lose the fear about their finances. They can finally relax about money because they understand where they want to go and how to get there.

The next step is up to you. It all starts with a free initial consultation in any of our offices throughout Middle Tennessee. Don’t wait another day! It’s time for you to Relax About Money™.

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For more information about what we do, schedule a 15-minute chat with an advisor.

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PHONE : 615-851-1950 (main office)
Fax : 615-851-4597
Email : contact@paulwinkler.com
Main Office : 3050 Business park Circle Suite 503 | Goodlettsville, tn 37072
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Investing Reimagined

The American
Dream Experience

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