Werner Financial Group works with clients to help grow and preserve 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
- Financial Planning
- Retirement Plan Consulting
- Estate Planning
We provide investment guidance, plan design advice and financial planning services. Once our clients reach retirement age, our focus shifts to helping to preserve 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 planning and wealth transfer services.
Newsletters
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Should You Speed Up Your Retirement Plans?
The pandemic caused some Americans to file for Social Security earlier than planned. See four factors to consider before retiring early.
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Do You Have a Tax-Smart Withdrawal Strategy?
Explore the tax treatment of different types of retirement accounts and the tax consequences of withdrawals, especially from multiple accounts.
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Grandparent 529 Plans Get a Boost Under New FAFSA Rules
Read how the FAFSA Simplification Act helps grandparents assist with college costs without impacting their grandchildren’s financial aid.
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Preparing for Libor to Leave the Building
The London Interbank Offered Rate influences borrowing costs worldwide. Discover why the financial industry wants a more reliable benchmark.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?