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.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
As our nation ages, many Americans are turning their attention to caring for aging parents.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Purchasing homeowners insurance is critical for protecting your home.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Understanding the economy's cycles can help put current business conditions in better perspective.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here is a quick history of the Federal Reserve and an overview of what it does.
How do the markets usually react to elections? Was the 2016 election any different?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, cracking the code on bonds.