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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Welcome to Warner Group

Warner Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and confidence to provide financial independence.

Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (203) 929-2727.

 

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Calculating your potential Social Security benefit is a three-step process.

 

Protecting Your Home Against Flood Loss

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Keeping Good Records is Good Business

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Fallen Tree Damage—Who Pays?

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A Bucket Plan to Go with Your Bucket List

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Saving for College

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Using smart management to get more of what you want and free up assets to invest.

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There are some key concepts to understand when investing for retirement

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

It Was the Best of Times, It Was the Worst of Times

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

It May Be Time for a Financial Checkup

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A special needs trust helps care for a special needs child when you’re gone.

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