
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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ETFs Are Closing the Gap with Mutual Funds
Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.
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Eight Great Investing Quotes
This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.
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A Critical Combo: Life Insurance with Long-Term Care Benefits
Although long-term care insurance is typically a “use-it-or-lose-it” proposition, these alternatives can help pay for care if it’s needed or provide a death benefit for beneficiaries if it’s not.
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An Umbrella Policy Offers Extra Liability Coverage
An umbrella personal liability insurance policy can provide additional coverage in the event of a high-dollar liability claim or legal judgment.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.