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.  
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Newsletters

Building a Business Versus Building Wealth

The market for small businesses has been less than ideal over the past few years. Thus a business owner's efforts to build a successful business may not always translate to an increase in personal wealth. One way to insulate a business owner's personal financial situation from the fluctuating small-business market is by investing outside the company.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

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