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TAX SMART INVESTING

Werner Financial Group LLC

TAX SMART INVESTING

Werner Financial Group LLC

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TAX SMART INVESTING

Avantax Intelligent Planning

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

Disclosures

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.

www.finra.org

www.sipc.org

https://brokercheck.finra.org

Werner Financial Group LLC does not provide legal services.

For legal services, visit Werner Law Goup

Avantax Information

Our Team

Stephen S. Werner, J.D., LL.M

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.

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Get Started Today

Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!

Werner Financial Group LLC

35 E. 2nd Street, Suite 103, Hummelstown, Pennsylvania 17036, United States

(717) 566-7671 Stephen@WernerFinancialPa.com

Hours

Monday - Friday: 10am - 5pm

Saturday: By appointment

Sunday: Closed

IMPORTANT Disclosures

Disclosures

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.

Werner Financial Group LLC

Werner Financial Group LLC

Welcome

TAX SMART INVESTING

Avantax Intelligent Planning

Tax Smart Investing

Disclosures

Our Team

Stephen S. Werner, J.D., LL.M

Contact Us

Contact Us

Get Started Today

Werner Financial Group LLC

Hours

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IMPORTANT Disclosures

Disclosures