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.
Scott Werner currently holds Financial Industry Regulatory Authority, Inc. registrations ( 7, 24, 63, 66 ) 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. L0709052072[exp0810] |
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 About Us
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This calculator is designed to help you attach a dollar figure to your life’s work. This calculator can help you determine whether you should consider converting to a Roth IRA. Use this calculator to estimate how much income and savings you may need in retirement. This calculator can help you determine how soon you can pay off your mortgage. March 10, 2010 @ 08:51 PM
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New England Financial is the registered mark for New England Life Insurance Company, Boston, MA and New England Securities. Securities products offered by New England Securities Corp (NES), Member FINRA, SIPC. Investment advisory services offered by Investment Adviser Representatives of NES, a Registered Investment Advisor. |
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