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Hi, I’m Glenn.

Let's talk about your financial future.

Glenn Werner

Vice President

I can help you with:

  • Income-Oriented Strategies
  • Retirement Planning
  • Annuity and Life Insurance Reviews
  • 401(k) Rollovers and IRAs
  • Tax-Efficient Strategies
  • College Savings Plans
  • Personalized Service and Complimentary Consultations
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Recent Articles

Catherine Guerrieri

Creating a Sustainable Budget

Creating a sustainable budget goes beyond simple expense tracking—it's about building a financial framework that supports both current needs and future goals. [1]The key lies in developing realistic, flexible plans that can adapt to life's changes while consistently moving you toward financial security. "The most successful...

Catherine Guerrieri

Late-Stage Retirement Planning for Gen X

For Generation X members, who are now entering their 50s, retirement planning takes on a new level of urgency. Fortunately, catch-up contribution provisions and other strategies can help accelerate savings during these pivotal years. "Generation X faces unique retirement planning challenges, but they also have powerful...

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