Our Services

We work with you side by side so that you are comfortable and confident in your financial decisions.

Our first meeting simply involves getting to know one another. There is no-cost or obligation AND you cannot "buy" anything. We have one objective-to determine if we can help you and for you to determine if you want us to help.

Our main focus may include:
1) RETIREMENT PLANNING
2) TAX REDUCTION
3) INVESTMENT & FINANCIAL PLANNING*
4) ESTATE PLANNING

5)LONG TERM CARE INSURANCE

6) LIFE, HEALTH OR MEDICARE INSURANCE

* Securities and advisory services offered through NATIONAL PLANNING CORPORATION (NPC). Member FINRA/SIPC, and a Registered Investment Adviser. Brad Werner & Co. Financial and Retirement Services and NPC are separate and unrelated companies. (See our “Home” page for the full disclosure statement).