Werner Financial Group

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Werner Financial Group We work with you one-on-one to create an investment strategy that begins with a true understanding of your risk tolerance, time horizon, and goals.

Thanks to our collaborative and transparent methods, we want you to always know where you stand. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor. Member FINRA & SIPC (www.finra.org, www.sipc.org). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

09/30/2026

The truth is a little more complicated with these personal finance idioms.

Looking for health insurance for yourself or your family? William Werner at Werner Financial Group can help you understa...
09/30/2026

Looking for health insurance for yourself or your family? William Werner at Werner Financial Group can help you understand your options and answer your questions.

Use William’s HealthSherpa link below to explore health insurance options, or contact our office to connect with him for personal assistance.

Let’s take the next step toward finding coverage that fits your needs.

Optimize your business with the largest ACA quoting and enrollment platform for agents and agencies.

Why are they made again and again? This piece helps make sense of these errors in judgment.
09/29/2026

Why are they made again and again? This piece helps make sense of these errors in judgment.

Why are they made again and again? Making sense of these errors in judgment.

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
09/28/2026

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

Are women prepared for a 20-year retirement?

Small contributions can add up to something big. See how compound interest works over time and what it could mean for yo...
09/25/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

10 tips that can head-off marriage money problems.
09/23/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Lifestyle inflation can be the enemy of wealth building.
09/22/2026

Lifestyle inflation can be the enemy of wealth building.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
09/21/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
09/18/2026

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Three tips for giving smart from the heart.
09/16/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

Address

195 Center Drive Suite 101
Luxemburg, WI
54214

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 3pm

Telephone

+19208455565

Website

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