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Welcome!
If you are looking for independent, Fee-Only, hourly financial planning and advice -- without account minimums or conflicts of interest -- you have come to the right place. Founder Scott Winkler, a CERTIFIED FINANCIAL PLANNER™ practitioner and Personal Financial Specialist provides professional financial advice for individuals and families.
OUR SERVICES INCLUDE:
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Custom tailored financial and retirement plans for your specific needs
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Creative solutions for your unique financial situation
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Design and implementation of low cost, tax efficient investment portfolios for the Self-Directed investor
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Tax planning and tax return preparation
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Expert advice relating to IRAs, 401k/403b, 457 and pension plans
Winkler Financial Planning is located in Norcross, Georgia and serves the Greater Atlanta metropolitan area.
Flexible appointment times available! To schedule an initial, no-obligation Get Acquainted meeting call 770-447-0059. Evening and weekend appointments available.
Join our mailing list! Send your name, address and E-Mail address to us at scott@WinklerFinancialPlanning.com with "Put Me on your Mailing List" in the subject line. We'll send you periodic updates, investment commentary and special announcements via E-Mail.
Thanks again for visiting us online. Enjoy your visit!
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COMPLIANCE DISCLOSURE:
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Scott Winkler, Principal, Winkler Financial Planning, LLC. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Links to other sites endorsing an investment should not be construed to be a recommendation of that investment by Winkler Financial Planning, LLC. Fee-only financial planning and investment advisory services are offered through Winkler Financial Planning, an investment advisory firm. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state in which Winkler Financial Planning, LLC, is licensed (Registered Investment Advisors are legally empowered to provide investment advisory services only to residents of the states in which they are licensed).
COPYRIGHT NOTICE:
All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner. Text, articles and Winkler Financial Planning logos: (C) 2007 Winkler Financial Planning, LLC, Scott Winkler, Principal. "Building Brighter Financial Futures" and "Financial Planning and Advice for Everyday Life" and "Hourly, As-Needed Financial Planning and Advice ... The New Choice for Smart Consumers" are Garrett trademarked slogansTM. Guest articles and commentary: (C) 2000 AdvisorSites, Inc., Andrew Gluck, Principal.
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