BRAD WERNER & CO.

The 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 like never before. 

PEACE OF MIND

For Brad's clients, his ability to help them around and over life's challenges make him an invaluable friend.  By working with them to develop financial solutions, he gives them the priceless gift of peace of mind.  "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! 

 

Investments are not deposits, obligations of, or guaranteed by any depository institution, bank, or credit union. Investments are not insured by the NCUA, FDIC, Federal Reserve Bank, or any government agency, and are subject to investment risks, including the possible loss of principal amount invested.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities licensed associates of Brad Werner & Co. Financial and Retirement Services are Registered Representatives & Investment Adviser Representatives. Securities and investment advisory services are offered through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Brad Werner & Co. Financial and Retirement Services, NPC and any other named entities are separate and unrelated companies.

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 →

Expenses in Waiting: Managing Costs on Your Property and Casualty Insurance

For auto and homeowners insurance, consider deductibles and coverage limits, and compare rates for available options.

Timing Social Security and IRA Distributions

Understand Social Security claiming strategies, longevity issues, and tax considerations to help maximize benefits.

SEC Decides to Break the Buck

How reforms to the $2.6 trillion money fund market might affect institutional and individual investors.

Imagining Your Retirement

Key points to consider as you envision your retirement and work to make your dreams come true.

More Newsletters →