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September 06, 2010 @ 02:38 PM

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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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