Skip to content

Client Resources

  • About Us
    • About Us
    • Our Approach
    • FAQ
    • Contact Us
  • Free Resources
    • Playbook for Relaxing About Money
    • Quiz
    • Confident Investing Sample
  • Podcasts, Videos, Blogs
  • Webinars
Menu
  • About Us
    • About Us
    • Our Approach
    • FAQ
    • Contact Us
  • Free Resources
    • Playbook for Relaxing About Money
    • Quiz
    • Confident Investing Sample
  • Podcasts, Videos, Blogs
  • Webinars
Schedule a Free Call
$0.00 Cart
  • Published January 30, 2020
  • Updated
  • April 20, 2021
  • 3:58 am

Initial Consultation

Back
Share on facebook
Facebook
Share on twitter
Twitter
Share on linkedin
LinkedIn

 

 

 

The first thing we’ll do when you set up a free initial consultation with us in one of our Goodlettsville, Cool Springs, Murfreesboro, Mt. Juliet, Nashville, Gallatin, Clarksville or Columbia offices is send you a small package of materials. This will include directions to the office and an Investor Awareness Guide. The “Guide” is a great tool to get you started on the education process, which is critical to investment success. We frequently have people tell us that they feel like they are reading their own history of investing mishaps when they go through the booklet. They often say they wished they had learned those lessons sooner. At the end of the guide there is a brief 20 question quiz that we ask everyone to go through. This gives us a sense of what you know and what you need to learn more about.

 

When you come in, we’ll review some of your current investments to determine if there are any areas of concern. If there aren’t, we’ll tell you; if there are, we’ll give you steps you can take to get on the right track.

 

We believe that educated investors are confident investors. You don’t have to know everything, but we have found that ignorance is not bliss when it comes to your financial future.

 

Featured Content

How to Prepare for Retirement

February 16, 2022

Preparing for retirement involves analyzing your assets, income, and expenses, but it also includes knowing your risks and knowing how to relax.

More to explore

Escape the Cycle of Fear in Investing

May 18, 2022

Investors go through a cycle of fear that leads to bad investment results. In this video I use some brain science to

What Devaluing the Dollar Means for the Stock Market

May 18, 2022

How to Cure Anxiety Over Market Volatility

May 11, 2022

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

Schedule a Free Call

PWI

About

Contact Us

All Locations

Terms & Conditions

MEDIA

Blog

Videos

Audio

CLIENT SERVICE

Client Resources

Become a Client

Connect

Facebook-f Twitter Youtube
Schedule a Free Call
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
See our other locations
Copyright 2009-2018 Paul Winkler, Inc. All Right Reserved
The contact of this website is protected by application copyright laws. No permissionis granted to copy, distribute, modify, post or frame any text, graphics, video, audio, software code, or user interface design or logos.