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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Healthy habits are one of the greatest gifts to give your child.
Term insurance is the simplest form of life insurance. Here's how it works.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate your monthly and annual income from various IRA types.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are three things to consider before dipping into retirement savings to pay for college.
Making the most of surprises is a great reason to work with us.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are hundreds of ETFs available. Should you invest in them?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Learn how to harness the power of compound interest for your investments.