Werner Financial Group

Chris Werner
Portland, OR

Werner Financial Group works with clients to help grow and protect 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 & Planning

- Retirement Plan Consulting

- Estate Investment Planning & Trusts

- Risk Management Strategies

- Credit & Lending Services

 

We provide investment guidance, plan design advice and financial services.  Once our clients reach retirement age, our focus shifts to helping to protect 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 investment planning and wealth transfer services.

 
*Trust services available through banking and trust affiliates, in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should bhe reviewed by an attorny that specializes in estate planning and is licensed to practice law in your state.  
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Newsletters

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

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