New England Financial
Scott Werner
Managing Associate

Wealth & Risk Management Strategies

Today's investment climate offers unprecedented opportunities. My mission is to help clients take advantage of those opportunities by providing them with three key tools:

A clear understanding of their financial goals
 
A well-defined roadmap for achieving those goals
 
Ongoing advice to help adjust their roadmap when their needs change
 
My services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation strategies. I focus on helping my clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives.
 
On my Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. I offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit my Web site often, as the content is constantly changing.
 
For help with your financial management, or for more information, please contact me today.

I hold Series 7, 24, 63, 66 securities registration.

I am licensed and registered to offer products and services in [TX]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

L0810125935[exp0811][All States]

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Savings Accumulation

Estimate the future value of your current savings.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

More Newsletters →

September 04, 2010 @ 02:26 AM

Dow Jones Industrials 10,447.93+ 127.83
Nasdaq Composite 2,233.75+ 33.74
S&P 500 1,104.51+ 14.41
S&P Mid-Cap 400 766.52+ 10.72
S&P Small-Cap 600 343.82+ 5.74
10 Year Treasury Note 2.62+ 0.05

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