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July 31, 2010 @ 09:52 PM

Dow Jones Industrials 10,465.94- 1.22
Nasdaq Composite 2,254.70+ 3.01
S&P 500 1,101.60+ 0.07

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Werner Financial Group DBA Logo

Chris Werner
Portland, OR

 

 

 

Your Life...Your Way.   Plan It.  Live It.

Werner Financial Group focuses on growing and protecting our clients' wealth through financial and estate planning* services. Our clients include companies, individuals and family trusts.

We work with clients through all stages of their financial life cycle. In the early stages this often means helping clients accumulate assets through participation in employer sponsored retirement plans. Generally, we provide investment guidance, plan design advice and financial services. Once our clients reach retirement age, our focus shifts to protecting their accumulated assets, and helping ensure that they are appropriately allocated for their retirement income needs. With proper navigation through these stages, clients are then able to utilize the remaining financial resources to plan for their family's legacy through our estate planning and wealth transfer services.

 

*through the use of life insurance and other insurance products.  AXA Advisors does not provide legal or tax advice.

 

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Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

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Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.

Going Global

International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

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