Home | Varner Financial Group, Inc.

Varner Financial Group is a family business built on personal relationships. This personal closeness with you...our clients...is evident in the fact that a majority of our new relationships come from the referrals from our current family of clients.

We are committed to understanding your unique needs and those of your family. We will provide the time and resources to formulate prudent investment strategies to help you GROW, KEEP, and LEAVE your assets in the most tax-efficient way. We utilize a customized approach to investing that involves asset allocation,* portfolio diversification, and tax efficiency for each client.

As part of our long-term relationship, we meet with you to discuss the implementation of your plan and review the portfolio's fit with your current needs, objectives, and goals.

Many people want to have a sound plan for passing on their wealth. Through our long-term relationships, our aim is not only to help you pursue your present financial goals, but by utilizing estate planning strategies, help you pass your assets to your heirs with the least amount of tax consequence.**

Our Services

Gold Medal Services

Our goal is to support our clients in their efforts to effectively plan for all of the aims and risks in their lives. We are a full-service financial practice, which enables us to utilize many of the securities and insurance products on the market today to find the right fit for our client. On an...

Tax Planning

INTRODUCTION It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the later. However, similar to planning that goes into living a happy and fruitful...

Asset Allocation Planning

You and your family work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious...

Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand...

An Asset-Map visually organizes all of a household’s finances in a clear graphical layout, allowing us to apply our professional insight in real-time.

Create an Asset Map