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.

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Finding Lost Money

Though finding buried treasure is unlikely, discovering “lost” money or other assets may not be a fantasy after all.

New Overtime Rules Could Be Costly for Small Businesses

Employers may need to review employee classifications and staffing as they attempt to comply with the new overtime rules.

Making Sense of Beneficiary Designations

How beneficiary designations, per stirpes and per capita, could affect the division of assets to children and grandchildren.

Tax Tips on Capital Gains

Tax season is an opportunity to look at the tax implications of investment strategies and plan for the year ahead.

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