Warnick & Cain provides a broad range of services including, but not limited to:
Planning for retirement can be a daunting task, but it’s easier with the help of a CERTIFIED FINANCIAL PLANNERTM. We offer objective advice to help you protect your lifestyle and enjoy a comfortable retirement.
As independent financial advisors, we are free to offer a wide range of investment products from many different companies. Our portfolios are personalized for you based on your risk tolerance and preferences. In addition, if you have questions about a specific investment we can tell you whether it is or isn’t appropriate for your financial situation.
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 over 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.
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.
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.
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 ensuring your assets will transfer as intended.