Willner & Associates

Wealth Management and Employee Benefits

Willner & Associates is a full service financial practice dedicated to our clients specific goals and needs.  With combined 45 years of experience in the industry, we offer our clients personalized assistance in a professional, yet relaxed environment.  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 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

 

 

 

 

 
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

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