Retirement & Lifestyle Planning

                                              "Educating one client at a time on how to have their money outlast their lifestyle"

Sarner Wealth Management is an independent, full service financial firm. 

SWM uses a consultative approach to help clients with their long term financial planning needs. Strategic asset allocation and discipline to stay the course and not time the market are cornerstones of this approach.

Retirement Services

Learn all you need to know about planning for retirement:  How much you need to save, the best investments for reaching your savings goals, the advantages of tax- deferred investing and making your money last once you retire. 

SWM's process allows you the opportunity for your money to outlive your lifestyle. 

                                                               We are there to help you plan for the unexpected.

Retirement Services

You've dedicated a lot of time and hard work into building your business and your career, now it is time to plan for retirement! Sarner Wealth Management will help you by using a consultative process and give your a road map to guide you on your journey. 

Insurance Services

Sarner Wealth Management offers whole life, term, travel and accident, and variable life / variable annuities. We are there to help you plan for the unexpected.

Lifestyle Planning

Welcome baby! The first thing to consider is the education of your growing family. Will your son, grandson, nephew or daughter be going to public or private school, in state or out of state? Are you helping to fund it? These are important questions that we can help you plan or gift.