Willner & Associates

Wealth Management and Employee Benefits

Willner & Associates is a full service financial practice with our clients specific goals and needs in mind.  With almost 30 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 plan and regularly evaluate its progress with you.
  • Adjust your plan 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

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

More Newsletters →