Paul Winkler, Inc Gallatin 150 North Water Avenue, Gallatin, TN 37066

"Am I really diversified? For many years my wife and I used one of those financial services you see on almost every corner. Blindly following the advice of uneducated people. One day we decided to look and see just how diversified we actually were. Our money was spread across about 5-10 Large Cap funds. OK, looks like at least a little diversity, right? We looked into those funds and found they were all investing in the same 5 or 6 Dow Jones companies! Almost no diversity at all. That motivated us to go looking for a new investor that had our interest at heart. We happened on an add for Paul Winkler. We could get a free consultation. So we made an appointment. Once we met with Paul for our consultation, we found it might not be as easy as we thought. That was a good thing. Paul doesn't like to offer his services till you have been educated on just what he does. He offered us a series of classes that teaches investors how to invest wisely. We took the courses and when we were finished, we were better "informed" investors. Only then would Paul take us as clients. We have never looked back. We use the Gallatin, TN office where we meet with Jonathan Walker whenever we have questions or need advice. We are VERY happy there as I an sure you will be happy at any of his other offices. Did I happen to mention that Paul Winkler, Inc has a fiduciary duty to its clients? A fiduciary is someone who manages money or property for someone else. When you're named a fiduciary and accept the role, you must – by law – manage the person's money and property for their benefit, not yours. This is no small deal. Does your financial advisor have a fiduciary duty to you. Not all of them do! Our first one sure didn't. They were buying and selling just so they could make a commission fee on the transactions!"