Broker Check

It's not just what we do, it's how we do it.

At Warner Finance, we believe in a comprehensive approach to wealth management that evolves with the needs of our clients.  Our philosophy is to develop a disciplined financial approach that is individual to the client.  We make it personal. Because no two clients are alike, we structure individualized personal plans based on the 8 Wealth Management Issues that our clients are likely to encounter at some point in their lives.  Wealth Management is not an event but an ongoing journey; a journey that should be taken with professionals who understand all aspects of your financial goals. 

Our Wealth Management team has extensive tax knowledge which makes us unique among our peers.  We are able to offer an in-depth analysis of tax implications associated with investment changes and distributions.  Because of this knowledge, we specialize in retirement income planning in order to help you determine how to replace your paycheck at retirement in the most tax efficient manner.

Client education begins with our explanation of investment options in terms that our clients understand.  Continuation of the process includes portfolio reviews*, educational seminars and periodic newsletters to keep our clients informed. Our team is fully committed to our Mission Statement: "To offer our clients service beyond anything they have ever experienced on a consistent basis." 

We invite you to take that first step on your Wealth Management journey with us.  Call or send us an email from this website by clicking on "contact us" and then complete a contact form.

*These services are offered by Stanley Warner through his affiliation with Avantax Investment ServicesSM and Avantax Advisory ServicesSM.

 

Helpful Content

RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

 

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

View all articles arrow

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

When Markets React

When markets shift, experienced investors stick to their strategy.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

View all videos arrow