Advisor at First Financial Coaching, Inc.
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Firm
First Financial Coaching, Inc.
Location
Murfreesboro, TN 37129
Credentials
ChFC®, Series 63, Series 65
Industry experience
23 years
Ira Work is a financial advisor at First Financial Coaching, Inc. in Nashville, TN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience, including 17 years at Paul Winkler, Inc. and 22 years with Work Financial Group, Inc. Outside of his advisory work, he is the managing partner of Work to Fly LLC, a leasing business. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers primarily non-discretionary investment advice and financial analysis, partnering with a third-party asset manager for discretionary portfolio management while emphasizing investment education and workshops.
Based on First Financial Coaching, Inc.
Fixed fees generally ranging from $250 to $1,000 for financial analysis or special projects
$0 - $500,000: 2.00% $500,000 - $1,000,000: 1.00% $1,000,000 - $4,000,000: 0.75% $4,000,000+: 0.50%
$150 per hour
Fee-only: Fixed fees for financial analysis services generally ranging from $250 to $1,000, hourly fees at $150 per hour
1639 Medical Ctr. Pkwy, Suite 109
Murfreesboro, TN 37129
Tennessee
First Financial Coaching, Inc.
2025 - Present (1 year)
Paul Winkler, Inc.
2008 - 2025 (17 years)
Work Financial Group, Inc.
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 63
Murfreesboro, TN
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Series 63
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Retirement Capital Management, LLC
Series 65
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Clearstone Wealth Management, LLC
Series 65
College Grove, TN
Wilco Financial, LLC
Series 63, Series 65
Nolensville, TN
SMEAC Financial, LLC
Series 66
Nolensville, TN
Retirement Planning Solutions, LLC
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