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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Why Buy Life Insurance During Unsettled Economic Times?
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Car Affordability
How much can you afford to pay for a car?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.