Investment Services with Brad Werner

Whether it’s retirement, college for your children, a vacation home, or financial peace of mind, we can help you chart a course for a comfortable future through our Investment Services partnership.

MACU’s financial planning partner, Brad Werner is an Accredited Asset Management Specialist, (AAMS) who has served the financial industry for over twenty years. Based out of Northwest Indiana — with locations in Chesterton, Hammond, Michigan City, Valparaiso, Burns Harbor (Porter), and Merrillville — Brad is committed to helping MACU members find solutions that will allow them to meet their unique financial goals and plan for the future. Brad creates customized plans and solutions that can help you obtain financial freedom and independence.

Brad Werner Services include:
 
Investments
    • Bonds
    • Common Stock
    • Educational IRA
    • Traditional IRA
    • Roth IRA
    • SEP IRA
    • Simple IRA
    • Brokerage Accounts
    • Treasury Bills
    • Government Securities
    • Treasury Notes
    • Variable Annuity
Financial Planning
    • Retirement Planning
    • Tax Reduction
    • 401(k) Planning
    • 403(b) Planning
    • College Plans
    • Estate Planning
    • Investment & Financial Planning
    • Money Purchasing Plans
    • Profit Sharing Plans
Insurance
    • Disability Income Insurance
    • Life Health Care Insurance
    • Long-Term-Care Insurance

For more information, contact Brad today!

219-929-1234

Investment Resources from Brad

Two Crucial Estate Planning Steps Two Crucial Estate Planning Steps
Making sure you have a will and a financial power of attorney are two crucial steps in the estate planning…
Health Savings Accounts Health Savings Accounts
HSAs have the potential to fill gaps in insurance coverage during retirement or employment changes.
A Lasting Legacy A Lasting Legacy
Why planning for long-term care is so necessary in today’s world.
Retirement Saving Versus College Saving Retirement Saving Versus College Saving
Withdrawing savings from an IRA is one option to pay for college tuition. But is it a good idea?

Call, visit a branch or speak with a member
service representative for more information.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker-dealer, state - or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Brad Werner & Co. and any other named entities are separate entities from Securities America. Services offered through Brad Werner & Co: Not NCUA Insured * No Credit Union Guarantees * May Lose Value

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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