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What We Do

Investors go through a 7-step cycle called “The Investors Dilemma” that leads to failure. Find out why investors go through this, and how we help you get out of it by watching the video below:

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Get your Complimentary Investor Awareness Guide and FREE consultation.

How Our Process Works

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

Complimentary In-Person Meeting with an Advisor

Introductory Workshop
Personal Planning Meetings with Your Advisor
Continued Management and Teaching Services

What is an Initial Consultation?

Our first meeting is complementary. We want to get to know you and see how our process might help you Relax About Moneyâ„¢

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What Makes PWI Unique

  • We make no commissions with an industry-low fee-only arrangement.
  • We help you understand what we're doing when we manage your portfolio.
  • All our advisors are certified, with over 15 years of experience.
  • We offer comprehensive financial planning.
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Investing mistakes

Most people think they’re investing but they (or their investment adviser or investment firm) are actually speculating with their money and they don’t even realize it.Learn more about a more rational and prudent approach to investing.
approach
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Coaching vs. Planning

Financial planning is often used as a sales tool rather than a process to create more peace of mind for the investor. Learn why we can be our own worst enemy when it comes to investing and what you can do about it.

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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