The Werner Group

Information may not be reliable

Products & Services

Building Financial Security with an FLP
Complexity Reigns When Claiming a Charitable Deduction
Private FoundationsBeyond Traditional Charitable Giving
Subtract Inflation and It All Adds Up!
The Fed: A Driving Force on the Economic Scene
Understanding Interest Rates and Your Financial Situation
Taxing Issues for Education in 2006
529 Plans: A College Savings Alternative
Boy? Girl? Or Tuition Payment?
Budget Basics for College Students
E-Learning Accommodates Working Moms
Children May Need to Be Informed
Dividing the Family PieAre Equal Slices Best?
Life Insurance and Divorce: Protecting Your Family&#8217s Future
Assessing Portfolio Risk
Know Your Risk Tolerance
Identity Theft and Your Taxes
Maintain a Healthy Credit Report
"Smoothing the Course" for Retirement Saving
Adult Day Care Provides Relief and Companionship
Maximize Your Credits, Deductions, and Exemptions
Mutual Funds Taxable Transactions
Tax Audits: Cause for Concern?
Tax Deductions for Moving
Taxing Issues for Divorcing Couples

Professional Money Management
Real Estate Professional
Renting Part of Property
Renting to a Relative
Repairs vs Improvements
Separating Improvements from Land
Tax Deferred Exchange
Vacation Home Rental

Welcome to The Werner Group
Tax planning and Tax Return Preparation coupled with Wealth Building Strategies make us a unique 1 stop shop for all your financial needs.
ITS NOT WHAT YOU MAKE. ITS WHAT YOU KEEP.
THE 8 WEALTH MANAGEMENT ISSUES: Money Management Video

Cash Flow and Debt Management

Family Risk Management

Special Situation Planning

2010 Crow Canyon Place Suite 100, San Ramon, CA 94583
Tel: (925) 824-3145 Fax: (707) 425-0545

2801 Waterman Blvd. Suite 150 Fairfield, CA 94534
Tel: (707) 425-4249 Fax: (707) 425-0545

Email: ray@wernergrp.com

Investments & Insurance Products:

Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value