BRAD WERNER & CO.

A trusted partner for your financial freedom

TRUE FREEDOM COMES THROUGH CREATIVE SOLUTIONS

Brad Werner, Accredited Asset Management Specialist, (AAMS), is a financial consultant who is committed to helping his clients find the solutions that will allow them to meet their financial goals.  Brad's advice and committed service, as an independent advisor, can help you obtain financial freedom, independence, and enjoy life. 

Plan for the Unexpected

For Brad's clients, his ability to help them around and over life's challenges make him an invaluable friend.  He works with them to develop financial strategies to plan for the future.  "The planning process can be liberating," says Brad.  "I try to make sure that my clients know that they are on the right track."

MOVE TOWARD FINANCIAL FREEDOM WITH BRAD WERNER

If you are looking for a professional who can help you reach true financial freedom, know that you can count on Brad Werner and his staff at Brad Werner & Co. for help planning your retirement, investments and estate.  Call or e-mail him today! 

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Advance Medical and Legal Directives

Expressing your wishes in advance could help loved ones feel more confident making medical or legal decisions.

Offering Life Insurance as an Employee Benefit

Making life insurance part of an employee benefit program could be a cost-effective way to recruit and retain valuable employees.

Anticipating Inflation?

One way to help protect a bond portfolio from a potential spike in inflation is by investing in Treasury inflation-protected securities.

What Is the Roth IRA Five-Year Rule?

There are two separate five-year holding requirements that may affect the tax treatment of Roth IRA distributions.

More Newsletters →

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck