Willner & Associates

Here at Willner & Associates we help our clients:

Set realistic financial goals
Determine the state of your current financial affairs by reviewing your income, assets and liabilities, evaluating your current investment portfolio
Develop a strategy to help you meet your financial goals by addressing any current financial weaknesses as well as building on your financial strengths. We will make recommendations for specific strategies or services that are suitable for you and your investment time horizon.
Monitor your goals and regularly evaluate the progress with you.
Adjust your goals to help meet your changing financial goals and to accommodate changing investment markets and tax laws.
So whether you need help with short or long term financial concerns, college funding or retirement planning, have questions regarding IRA, 401(k)s, life insurance, annuities, mutual funds, tax shelters, or a assistance to a unique specific situation, we're here to help.



Sincerely,

Don Willner