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Warner Financial group, Inc. is a nationwide organization dedicated to helping selected clients maximize, manage and protect assets and earning potential. Comprised of some of the most experienced, creative and highly regarded financial service professionals in the United States, the Warner Financial Group believes that our record of success will contribute to your success.
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What We Can Do For You and Your Business
Qualified Plans
On behalf of business organizations, WFG designs, installs, and arranges for the funding of a variety of tax qualified plans.
On behalf of business organizations, WFG designs, installs, and arranges for the funding of a variety of tax qualified plans.
Executive Benefit and Non-Qualified Plans
To help clients recruit, reward and retain key management personnel, WFG designs and funds such selective plans.
To help clients recruit, reward and retain key management personnel, WFG designs and funds such selective plans.
Estate and Business Planning
To help clients and their key executives preserve current and future wealth, and provide for desired distribution of estate assets.
To help clients and their key executives preserve current and future wealth, and provide for desired distribution of estate assets.
We Make it Easy!
Access to our website will give you all the tools you need to write business – quotes, forms, marketing tools, and more.
Our national network provides innovative financial counsel to clients virtually anywhere in the United States.
Our national network provides innovative financial counsel to clients virtually anywhere in the United States.
