Werner Financial

Werner Financial Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Werner Financial, Financial service, 4022 E Southport Road, Indianapolis, IN.

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, impr...
09/01/2026

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, improve long-term positioning, and strengthen your overall financial plan. Swipe through for several concepts worth keeping in mind.

If you’d like to discuss any of these strategies or review your financial plan, feel free to reach out anytime. We’re always happy to talk through questions or concerns.

The term "K-shaped economy" has been appearing more frequently in financial news lately, leaving many people wondering w...
08/10/2026

The term "K-shaped economy" has been appearing more frequently in financial news lately, leaving many people wondering what it actually means and why it matters to investors. Swipe through for an overview of what a K-shaped economy is and what it could mean for your financial outlook.

While economic conditions will continue to evolve, maintaining a disciplined, long-term approach remains one of the most important principles of investing. If you have questions or would like to review your financial plan, please contact us. We are always here to help.

Markets can be unpredictable in the short term, but long-term investing has consistently proven to be one of the most ef...
08/06/2026

Markets can be unpredictable in the short term, but long-term investing has consistently proven to be one of the most effective ways to build wealth. If recent market volatility has you questioning your strategy, you are not alone. Swipe through for a few important reminders about why staying invested matters.

If you have questions about your current investment strategy or want to ensure you’re aligned with your long-term goals, call us today. We’re here to help you stay focused on what matters most.

Werner Financial is proud to help such a good cause and be a sponsor match for Pack the Pencils with Lindsey and Highgar...
08/01/2026

Werner Financial is proud to help such a good cause and be a sponsor match for Pack the Pencils with Lindsey and Highgarden Real Estate! ✏️🎒🖍️

One financial question worth revisiting each year is whether your current strategy is built to remain effective over tim...
07/30/2026

One financial question worth revisiting each year is whether your current strategy is built to remain effective over time, particularly in the presence of change. While simple, it is one of the most effective ways to assess the strength and resilience of your financial plan. Swipe to learn more.

If you are unsure how your plan would perform over the next five years, we are here to help. Call us to schedule a review and ensure your strategy is built for the long-term.

As employers continue enhancing their retirement benefits, one question often comes up: Should you offer a Roth 401(k) a...
07/29/2026

As employers continue enhancing their retirement benefits, one question often comes up: Should you offer a Roth 401(k) alongside a traditional 401(k)? Because employee financial situations vary, offering both options can provide helpful flexibility. Swipe through for factors to consider.

If you would like to discuss whether adding a Roth option to your organization makes sense, contact us. We would be happy to review your current retirement plan and help you evaluate your options.

Business changes such as mergers, acquisitions, divestitures, or corporate restructurings often raise important question...
07/27/2026

Business changes such as mergers, acquisitions, divestitures, or corporate restructurings often raise important questions about a company’s retirement plan. Understanding what may happen to a 401(k) plan during these transitions can help business owners plan ahead and support their employees.

When companies combine or restructure, retirement plans may be handled in several different ways depending on the structure of the transaction and the goals of the organizations involved. Swipe for common outcomes.

If your organization is preparing for a merger, acquisition, or restructuring, contact us to discuss how we can help with 401(k) plans and steps to ensure a smooth transition.

The dog days of summer are here, and we are just stopping by to say hello! We hope you’re soaking up the sun, catching a...
07/23/2026

The dog days of summer are here, and we are just stopping by to say hello!

We hope you’re soaking up the sun, catching a cool breeze, or maybe even catching a nap or two on a sunny beach.

Remember, if there is anything our team can help you with before the season winds down, please do not hesitate to reach out. We are always here and happy to connect whenever you need us.

Cue the fireworks, fire up the grill, and get ready for what might be the most ambitious birthday cake of all time. 🎂Ame...
07/03/2026

Cue the fireworks, fire up the grill, and get ready for what might be the most ambitious birthday cake of all time. 🎂

America turns 250 this year, which means 250 candles on the cake … so someone should probably alert the fire department.

However you’re celebrating the Fourth of July, we hope it’s filled with great food, good company, and a sky full of fireworks.

Our office will be closed on Friday, July 3rd, in observance of the holiday. We’ll be back and ready to help on Monday. Wishing you a safe and happy Fourth!

As a new graduate, we know that it can seem daunting to start investing, especially when your finances may be tight. Thi...
05/28/2026

As a new graduate, we know that it can seem daunting to start investing, especially when your finances may be tight. This can lead some new grads to push off investing until the “perfect time” in the future.

Here’s why that can be a bad strategy: Time is one of the biggest advantages we have when it comes to investing. Starting early gives your money more chances to grow — even if you’re only investing a little each month. That growth might not look obvious on a day-to-day basis. But as the years pass, the difference can become much clearer.

You don’t need a lot of money to get started with investing. The most important thing is to start early. Even small contributions to your own investment accounts or employer-sponsored accounts like 401(k)s, over time, can give your money more chances to grow. The sooner you get started, the bigger the impact it makes to the value of your investment portfolio.

If you want help figuring out what investing could look like for you or have questions about your current strategy, don’t hesitate to reach out. We’re here to help craft an investment strategy that’s right for you.

Address

4022 E Southport Road
Indianapolis, IN
46237

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+13177359202

Website

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