Services

Warnick & Cain provides a broad range of services.

Retirement Planning

Planning for retirement can be a daunting task, but it’s easier with the help of a Certified Financial Planner™. We offer objective advice to help you protect your lifestyle and enjoy a comfortable retirement.

Investment Management

Because we are independent, we are not tied to any particular family of funds or investment products. Our portfolios are personalized for you based on your risk tolerance and preferences. If you have questions about a specific investment, we’ll provide insights and analysis to determine if it is appropriate for your financial situation.

Education Funding

College education costs continue to rise and the cost is even greater if you have more than one child. We can help you sort through all of the saving options and create a plan for your child’s college education.

Budgeting and Cash Management

We help you take control of your financial life. By reviewing your income and expenses, we can make adjustments that give you more opportunities to save for what’s important to you.

Insurance

Even if you are budgeting and saving, an unexpected illness, death or disability restricts your ability to meet your financial goals. We review your existing insurance policies and when appropriate, recommend policy additions or changes.

Tax Planning

Our portfolios are managed with a tax-sensitive methodology. We will work with your tax preparer and other professionals to develop a tax strategy that considers your complete financial picture.

Estate Planning

It’s never too early to begin thinking about the personal and complex process of building your legacy. In coordination with legal professionals, we review your wills, trusts, and beneficiary designations. Special consideration is given to ensure your assets will transfer as intended.

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