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
-
The Inflation Experience is Painful – and Personal
This article discusses consumer price index categories, how they’re weighted, and the top drivers of inflation over the past year.
-
Adjusting Your Tax Withholding
Consider adjustments to income tax withholding after viewing the prior year’s tax results. See which situations might require special attention.
-
When Should Young Adults Start Investing for Retirement?
Now is the best time to start retirement investing for two key reasons: compounding and tax management. Read this article to learn more.
-
Taking Control of Your Retirement Savings
Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.
Calculators
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.