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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

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.

2. Retirement Income Distribution Plan

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.

3. Investment Management

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.

4. Periodic Updates

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.

5. Financial Advice for a Surviving Spouse

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.

Contact Information

Winkler Financial Planning
3295 River Exchange Drive, Suite 561
Peachtree Corners, GA 30092 USA
Phone: 770-447-0059
Fax: 770-216-2227

300 Colonial Center Parkway
Suite 100
Roswell, GA 30076