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

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Roth IRA Conversion Mistakes Can Be Costly

One popular way to fund a Roth IRA is by transferring assets from a traditional IRA or an employer-sponsored retirement plan. This type of transaction, called a Roth IRA conversion, is simple in theory but can be complicated in practice. If you make certain mistakes, you could lose some key advantages.

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

More Newsletters →