(678) 905-3292

Services

 

Warnick & Cain provides a broad range of services including, but not limited to:

Retirement Planning

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. 

Investment Management

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.  

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 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. 

Risk Management

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 ensuring your assets will transfer as intended.

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Nancy Warnick & Stephen Cain are registered with and securities offered through Kovack Securities, Inc. Member FINRA/SIPC. Kovack Securities Corporate Headquarters www.kovacksecurities.com 800-711-4078. Advisory Services offered through Kovack Advisors, Inc. Warnick & Cain LLC is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc.
Nancy Warnick is registered in AL, AR, CA, FL, GA, MA, MD, MI, NC, NY, OH, PA, SC, and VA.
Stephen Cain is registered in AL, FL, GA, MA, MD, MI, NY, NC, PA, and SC.