Werner Financial Group

Chris Werner
Portland, OR

Werner Financial Group works with clients to help grow and protect wealth through our investment management and estate planning services. Our clients include companies, individuals and family trusts.

We work with clients through all stages of their financial life cycle:

 

- Investment Management & Planning

- Retirement Plan Consulting

- Estate Investment Planning & Trusts

- Risk Management Strategies

- Credit & Lending Services

 

We provide investment guidance, plan design advice and financial services.  Once our clients reach retirement age, our focus shifts to helping to protect their accumulated assets and ensure the appropriate investment allocation for their retirement income needs.  With proper navigation through these stages, clients are then able to utilize their remaining financial resources to plan for their family's legacy through our estate investment planning and wealth transfer services.

 
*Trust services available through banking and trust affiliates, in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should bhe reviewed by an attorny that specializes in estate planning and is licensed to practice law in your state.  
Calculators

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Savings Goals

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Newsletters

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

On the Committees

The closely watched "yield curve" has been fairly adept at signaling the onset of U.S. economic recessions. A yield curve inversion would seem to be a fairly straightforward method for ascertaining the direction of the economy, but more often than not it's not so simple.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

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