I’ve been educating private investors and business owners since 1991. Yes, I’ve been through five market downturns and several clients have been with me through four of them!I started with a major firm, but soon figured out the product/sales focus was the problem It sure wasn’t helping my clients get ahead. You know the stuff I’m talking about – partnerships, bitcoin, squirrelly annuities, robo-advisors, etc.Bottom line? Prudent investing hasn’t changed for 60 years. The issue is the advertising is getting better at making you think you’re missing out on something. You’re not – except for your peace of mind.✅ MY EXPERTISE: I help purpose driven people who want peace of mind about their investments. They want to understand what’s going on. But they don’t want the stress and time investment of managing the day-to-day✅ WHO ARE MY CLIENTS: They come from all walks and stages of life. Some still accumulating, some already in retirement. They believe in free market capitalism and don’t plan to depend on the government. They have a sense of adventure. They desire to fulfill on their American Dream. They’re frustrated with their progress and suspect something is wrong with their investments.✅ HOW I DO THIS: When you work with me you get immediate insight into your current situation. We educate you so you aren’t taken advantage of by the investment sales pitch of the day. All in a no commission, fiduciary environment.Discover your current trajectory (default dream.)Revisit, reclaim & reinforce your goals, both financial & personal.Engineer an all-weather, come hell or high water, no prediction needed investment portfolioAdvise how to align your current resources with your American Dream.Monitor progress, mentor you on investor mindset & make adjustments as your life unfolds.✅ WHAT MAKES ME DIFFERENT: I was like you, only worse. I was an industry insider and was part of the problem. You are doing the best you can with one side of the story. You know, the one told by the advertising juggernaut called Wall Street. I left the traditional brokerage industry in 1998. I wanted to take care of clients the best way I could. Not the way THEY said I should. I walked away from an $85 million practice and started over working as a financial coach to my clients.✅ HOW IT WORKS: We start with a complimentary call to see if we are a good fit to work together.✅ READY TO RECLAIM YOUR AMERICAN DREAM? Reach out to me directly on LinkedIn. Or email me at Evan@PaulWinkler.com. Or call me at 615-732-6115 to schedule a brief call.