Winkler Financial Planning

Contact Information

Winkler Financial Planning
Winkler Financial Planning - Atlanta GA Financial Advisor
6015 Atlantic Blvd., Suite G
Norcross, GA 30071 USA
Phone: 770-447-0059
Fax: 770-448-0191
300 Colonial Center Parkway
Suite 100
Roswell, GA 30076

Services

From one time planning sessions to ongoing financial advice and investment management, Winkler Financial Planning offers various options to meet your needs.

A detailed financial planning engagement that determines when retirement is an option and what savings are required. Typically for those in their early 50s to mid 60s:

- Net worth statement and cash flow projection
- Long term retirement projection
- Retirement projections that consider alternate scenarios
- Investment portfolio review and recommendations for self directed investors
- Advice concerning your various retirement plans including pensions, 401ks and IRAs
- Account Consolidation
- Overview of estate planning and long term care needs
- Advice concerning any other financial issues or concerns you have

Cost:

Fees typically range from $1,800 to $2,700 depending on the scope of the engagement for those who are self-directed investors and manage their own portfolio. For those who select the Investment Management option a retirement plan and continuous follow-up are included as part of that service. 

A detailed financial planning engagement that determines the best way to structure your income to provide for living expenses in retirement. Typically for those who are a year or so away from retirement or who have recently retired.

- Net worth statement and cash flow projection
- Long term retirement cash flow projections
- Social Security optimization strategies
- Advice concerning pension options
- Investment portfolio review and recommendations for self directed investors
- Account consolidation
- Design structure of distributions from your investment accounts in a tax efficient manner
- Explore tax planning opportunities
- Overview of estate planning and long term care needs
- Advice concerning any other financial issues or concerns you have     

Cost:

Fees typically range from $1,800 to $2,700 depending on the scope of the engagement for those who are self directed investors. For those who select the Investment Management option a retirement income distribution plan and continuous follow-up are included as part of that service. 

For those who are seeking an ongoing relationship Investment Management Services are offered on a non-discretionary basis (trades are not placed in your account(s) without your consent).

- Determination your risk tolerance and time horizon
- Determination of your appropriate asset allocation/asset location
- Your account(s) will be invested in mutual funds and electronically traded funds
- Minimizing taxes is a consideration for your non-retirement accounts
- A retirement plan or retirement distribution plan and continuous follow-up is part of the service
- Advice concerning any other financial issues and concerns you have

Cost:

Fees are based on the level of assets, number of accounts and other continuous services you require.

After your plan has been prepared updates are offered on a periodic basis.

- For self directed investors a periodic update is offered to make adjustments to your portfolio
- Advice concerning any other issues or concerns you have
- Retirement plan updates for those who are approaching retirement
                 
Cost:

The hourly rate is $180 for updates.

A detailed financial planning engagement providing advice and assistance for a surviving spouse.

- Net worth statement and cash flow projection
- Long term cash flow projections
- Social Security optimization strategies
- Advice concerning IRAs, employer retirement plans and pension options
- Investment portfolio review and recommendations for self directed investors
- Consolidation of financial accounts
- Design structure of distributions from your investment accounts in a tax efficient manner
- Explore tax planning opportunities
- Overview of estate planning and long term care needs
- Advice concerning any other financial issues or concerns you have 

Cost:

Fees typically range from $1,800 to $2,700 depending on the scope of the engagement for those who are self directed investors. For those who select the Investment Management option advice and continuous follow-up are included as part of that service.