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Services Overview

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

1. Retirement Plan

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


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.

Contact Information

Winkler Financial Planning
Roswell, Georgia
Phone: 770-447-0059