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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.

 

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