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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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
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Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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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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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.