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 expert 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 offering securities and investment advisory services 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 and NPC are separate and unrelated companies.

Calculators

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.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

Rethinking the Role of Household Debt

Many people aspire to pay off their home mortgages before retirement, but the housing situation and a weak economy have taken a toll on the finances of many older Americans. There are some compelling reasons why pre-retirees might want to consider maximizing their retirement plan contributions and avoid carrying large amounts of debt into retirement.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

HOT TOPIC: Could High Oil and Gas Prices Derail the Recovery?

Gas prices began the year higher than normal and increased sharply. The forecast is for prices to rise to record highs by summer. But it’s not just drivers who are feeling pain at the pump. This article will explain some possible reasons why gas prices have been rising and discuss the potential implications for consumers, businesses, and the broader U.S. economy.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

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