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Tullahoma Financial Advisor

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

  • Industry-low, fee-only arrangement
  • Comprehensive financial planning
  • Work with a certified advisor with over 30 years of experience

Schedule a 15-minute call with Ira Work, ChFC®

in the Tullahoma office

Schedule a Call

How Our Process Works

Free 15-Min Call with an Advisor (*Optional)

Free Initial In-Person Meeting with an Advisor
Introductory Workshop
Personal Planning Meetings with Your Advisor

Continued Management and Coaching Services


Tullahoma Advisors

Ira-pic-square

Ira Work, ChFC®, RFC®, AIF®, AAMS®, CASL®, CRPS®

Ira started in the investment industry in 1984 as a stock broker working for First Jersey Securities having a desire to help people become financially independent. He went on to work for several other regional and national firms including Shearson Lehman Brothers and Smith Barney. While working for Shearson Lehman Brothers, he completed the prescribed studies and satisfied the requirements for their Guided Portfolio Management Program.

In April of 1996, Ira concluded – “to best serve my clients and provide impartial advice, I have to be independent.” As a result, he resigned from Smith Barney and formed the Work Financial Group in West Palm Beach FL.

In October of 1996, he completed a one-year course through the Institute of Business and Finance designed to provide a deeper understanding of mutual funds and annuity programs.

In 1998, he began his studies with The American College to earn the Chartered Financial Consultant Designation (ChFC®) which he completed in October of 2003.

In July of 2003, having completed most of his required courses for the ChFC®, he satisfied the requirements of the International Association of Registered Financial Consultants and was awarded the RFC® designation.

In August of 2008, Ira became part of the coaching team of Paul Winkler, Inc. His focus is helping clients understand the common mistakes investors make and what it takes to build successful portfolios. To enhance his client relationships, Ira provides education programs which help investors gain financial peace of mind. As an author, Ira has written articles that have been published in local newspapers and Financial Playbook magazine.

In September of 2011 Ira completed the requirement coursework earning the designation AIF® (Accredited Investment Fiduciary).

In December of 2012 Ira completed the required coursework through the American College earning the AAMS® (Accredited Asset Management Specialist) designation. In 2014, wanting to be able to better help clients going through divorce he earned the CDFA® (Certified Divorce Financial Analyst®) designation through the Institute of Certified Divorce Financial Analysts.

In 2016 he earned the designation CASL® (Chartered Advisor for Senior Living) through The American College.

In February of 2018 he earned the CRPS® (Chartered Retirement Plan Specialist) designation through the College for Financial Planning.

Ira and his wife Elaine enjoy traveling, motorcycle rides, and golf. They have four children and reside in Nashville.

Read more

Ira Work, ChFC® at Paul Winkler Inc.,

Tullahoma address:

301 N Jackson St.
#11
Tullahoma, TN 37388

Contact Information

Office Hours

  • Monday-Friday: 8:30-5:30

Phone

  • 615-851-1950

Fax

  • 615-851-4597

Email

  • contact@paulwinkler.com

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

Schedule a Free Call

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