AXA

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:

  1. A clear understanding of their financial goals
  2. A well-defined roadmap for achieving those goals
  3. 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.  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.

  •  Scott Werner currently holds Financial Industry Regulatory Authority, Inc. registrations ( 7, 24, 63, 66 )
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Car Affordability

How much can you afford to pay for a car?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

Newsletters

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

Retirement Is No Reason for a Portfolio to Stop Working

New research has revealed that nearly 90% of retirement income results from investment returns that are generated after the funds are socked away. This highlights the need to remain diligent when it comes to managing and monitoring investments during the retirement years.

Time to Revisit Risk

During volatile financial times, it is only natural to reconsider your own personal risk tolerance and review the role of risk in your portfolio.

Separate Your Business from Your Portfolio

Allocating too much of your investment capital to one company — even your own — is a risky proposition.

More Newsletters →