Bob Winkelman

Q: What is Bob Winkelman email address?

Email Bob Winkelman at bob@westwardplanninggroup.com. This email is the most updated Bob Winkelman email found in 2026.

Q: How to contact Bob Winkelman?

To contact Bob Winkelman send an email to bob@westwardplanninggroup.com. (updated on October 29, 2024)

Principal at Westward Planning Group | Narberth, Pennsylvania, United States

About Bob Winkelman

As the Principal of Westward Planning Group, Bob Winkelman has redefined the landscape of financial advisory services by championing a model that prioritizes transparency and accessibility. With a commitment to providing comprehensive financial planning and investment advice solely for an hourly fee, Bob has successfully eliminated conflicts of interest that often arise from commission-based structures. This innovative approach allows him to serve a more diverse clientele, ensuring that individuals from all walks of life can access tailored financial solutions that nurture their overall well-being.

Bob’s expertise spans a wide array of financial disciplines, including insurance, retirement planning, and wealth management. His proficiency in fixed annuities, life insurance, disability insurance, and long-term care planning positions him as a trusted resource for clients seeking to secure their financial futures. By focusing on a holistic planning strategy, Bob emphasizes the importance of aligning financial goals with personal values, fostering a deeper understanding of how financial decisions impact every aspect of life.

Key projects at Westward Planning Group include developing customized financial plans that address unique client needs, from investment strategies to retirement readiness. Bob leverages his extensive knowledge in finance and management to guide clients through complex financial landscapes, empowering them to make informed decisions. His dedication to nurturing the whole person through well-thought-out financial plans not only enhances client satisfaction but also builds lasting relationships grounded in trust and integrity. Through his leadership, Westward Planning Group continues to set a new standard in the financial advisory industry, making quality financial advice accessible to all.

Bob Winkelman Work