ALL CONSULTATIONS ARE FREE WITH ABSOLUTELY NO OBLIGATION
TAX SMART INVESTING
Werner Financial Group LLC
TAX SMART INVESTING
ALL CONSULTATIONS ARE FREE WITH ABSOLUTELY NO OBLIGATION
TAX SMART INVESTING
TAX SMART INVESTING
We’ve mapped out a comprehensive approach for every aspect of a financial plan. This will address the planning topics needed to implement comprehensive tax-intelligent financial solutions, including Family Risk Management, Business Planning, Legacy Planning, Education Planning, Cash Flow Management, Tax-Focused Investment Strategies, Retirement Planning and Withdrawal Strategies.
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TAX-FOCUSED INVESTMENT STRATEGIES
RETIREMENT PLANNING AND WITHDRAWAL STRATEGIES
FAMILY RISK MANAGEMENT
BUSINESS PLANNING
LEGACY PLANNING
EDUCATION PLANNING
CASH FLOW MANAGEMENT
Securities offered through Avantax Investment Services℠, Member FINRA, SIPC.
Investment advisory services offered through Avantax Advisory Services℠.
Insurance services offered through an Avantax affiliated insurance agency.
WERNER FINANCIAL GROUP LLC is not licensed in all states.
Werner Financial Group LLC does not provide legal services.
For legal services, visit Werner Law Goup
Stephen has been in the financial services industry since 1990, beginning his career as an international banker. Stephen is also a practicing business and tax attorney, as well as an IRS Registered Tax Preparer, so he brings a wealth of knowledge and perspective that not many in this business possess.
Stephen holds a J.D. degree and an LL.M (tax), is a certificated FAA Pilot, and restaurant business owner.
Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!
35 E. 2nd Street, Suite 103, Hummelstown, Pennsylvania 17036, United States
Monday - Friday: 10am - 5pm
Saturday: By appointment
Sunday: Closed
Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Securities offered through Avantax Investment Services℠ , Member FINRA, SIPC.
Investment advisory services offered through Avantax Advisory Services℠.
Insurance services offered through an Avantax affiliated insurance agency.
The Avantax family of companies exclusively provides investment products and services through its representatives. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting, or legal services, Avantax representatives may offer these services through their independent outside business.
This information is not intended as tax or legal advice. Please consult our firm or your tax professionals for specific information regarding your individual situation.
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