Paul Winkler, Inc., located in Goodlettsville, Cool Springs, Murfreesboro & Mt. Juliet, strives to coach people to achieve their "True Purpose for Money™.” They believe that educated investors are confident investors. They care for their clients & their family’s financial future because they realize that their client’s goals & dreams are every bit as important as their own. In addition to our regular one-on-one meetings with their clients, they will provide regular education seminars & workshops to help keep clients informed regarding topics related to their financial well being.
With a focus on 401(k)s, retirement planning & managing non-qualified assets, the advisors at Paul Winkler, Inc. strive to solve the frustrations that investors face on a daily basis such as: how to understand their investments, concerns about the conflict of interest with commission based advisors, educating investors on their risk tolerance, managing investor expectations when it comes to investment results.
Paul Winkler, Inc. is an investment adviser registered with the Tennessee Department of Commerce and Insurance, Securities Division. Paul Winkler, Inc. may only transact business in those states where it is licensed or qualified for an exemption or exclusion from licensing requirements.
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