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Text Content

Click here to learn more about our financial professionals by visiting FINRA's
BrokerCheck.

(952) 937-5072


WEHNER AND ASSOCIATES

(952) 937-5072

Menu
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 * About 
   * Team
   * Our Philosophy
   * Transitions From Unhappy To Happy
   * Wehner's Wisdom
 * Resource Center 
   * Retirement
   * Estate
   * Investment
   * Insurance
   * Tax
   * Money
   * Charitable Giving
   * Charitable Giving
   * Lifestyle
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   * Glossary
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 * Account Login
 * Contact


SOCIAL SECURITY: BY THE NUMBERS

Here are five facts about Social Security that might surprise you.

Learn More


YOUR DNA TEST

Preparing for the unexpected can make all the difference if your family relies
on your income.

Learn More


ESTATE MANAGEMENT 101

A will may be only one of the documents you need—and one factor to consider—when
it comes to managing your estate.

Learn More


CHARITABLE GIVING: SMART FROM THE HEART

Do you have causes that you want to support with donations?

Learn More


AN ARM AND A LEG

A visit to the hospital can be painful, for both your body and your wallet.
Don’t let it be more painful than it has to be.

Learn More


WHEN SPECIAL CARE IS NEEDED: THE SPECIAL NEEDS TRUST

A special needs trust helps care for a special needs child when you’re gone.

Learn More


IT WAS THE BEST OF TIMES, IT WAS THE WORST OF TIMES

All about how missing the best market days (or the worst!) might affect your
portfolio.

Learn More


WE HELP YOU MAKE RETIREMENT, THE WORLD'S LONGEST COFFEE BREAK

Learn more


WELCOME TO WEHNER AND ASSOCIATES

I'm looking forward to sharing some ideas on living abundantly whether you're
retired already or not. I firmly believe that life is a collection of choices,
and the results are the sum total of those choices! You really can have it all,
and enjoy! Financial Freedom is the life you choose, and what you choose to make
it. I'd like to encourage you to review your dreams, and the best life possible
for you and your family.

Your financial goals are important pieces to the quality of life for you and
your family. Whether you are concerned about outliving your nest egg, insuring
what you've worked for with the proper insurances, or having funds for
emergencies, it's never too late to make the choices that move you in the
direction of your dreams. You can plan to leave those you love a nice neat
legacy that they can pass along as well.

Enjoy and embrace the beauty of this day!

Karen Wehner, CLU, ChFC
President & CEO

Learn more


TRANSITIONS FROM UNHAPPY TO HAPPY

How do we transition to that beautiful place – and set ourselves free for the
life of our dreams?

Learn more


MEET OUR FAMILY

Our first priority is helping you take care of yourself and your family. We want
to learn more about your personal situation, identify your dreams and goals, and
understand your tolerance for risk. Long-term relationships that encourage open
and honest communication have been the cornerstone of my foundation of success.

Learn more


WEHNER'S WISDOM

Come read the many articles by Wehner, and see the wisdom that comes from them. 

Learn more


LET'S TALK

Name
Email
Address

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CONTACT

Wehner and Associates

Office: (952) 937-5072

Fax: (952) 937-5139

4565 Wilson Street

Minnetonka, MN 55345-2856

karen@wehnerandassociates.com



QUICK LINKS

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 * Estate
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