Retirement Planning and Investment Advice

Helping people in our community make smart financial decisions for OVER 25 YEARS!

WealthVault

Wagner Financial offers its clients an exclusive, secure online account aggregation service.

Risk Number

The Risk Number is the first-ever way to objectively pinpoint individual investor risk tolerance.

Meet our Staff

Our experienced professionals have helped many people just like you pursue their financial objectives.

Our Process

We do our best to educate our clients and take the mystery out of investing, insurance, and preserving wealth.

Recent Updates

Articles or updates we find interesting or noteworthy

wf-brexit-what-to-think
Why the Brexit Should Not Rattle Investors
Jul 25,2016 No Comment
Why the Brexit Should Not Rattle Investors  Wall Street has rebounded so many times, so quickly.  Provided by
Worktirement2
The Top 10 Cities for a Worktirement
Jul 24,2016 No Comment
Full retirement is not as common as it used to be. Many adults now reaching retirement age are
college student reading
3 Mistakes Millennial Investors Make
Jul 19,2016 No Comment
Becoming an investor while you are still young is an advisable step towards preparing for the future and
Planning to Retire in 2016? Here’s What to Do Now
Planning to Retire in 2016? Here’s What to Do Now
Jun 20,2016 No Comment
Even though the year is already in full swing, 2016 may mark the year you begin retirement. No

Our Financial Planning Process:

A CONVERSATION

to get to know you and understand your goals and objectives. Services offered through Wagner Financial will be discussed along with any initial questions or concerns, free of charge.

GATHERING INFORMATION

on important data for analysis such as investment statements, tax returns, insurance policies, etc. Additionally, we run through an exercise to determine your unique level of risk tolerance utilizing the risk number method.

ANALYZE

the data to determine if you are on the right path to meeting your goals and objectives. This includes measuring the risk (take questionnaire / read case study) within your current investment portfolio and financial plan, then stress testing them under unexpected positive and negative financial variables.

RECOMMENDATIONS

and specific action items regarding your plan and investment portfolio are discussed. We will visually review the stress test results of both the current and recommended plans and portfolios. As needed, we also provide references to qualified and trusted professionals (for example, CPA’s and Estate Planning Attorneys).

IMPLEMENTATION

of the plan, if and when the recommendations are agreed upon. Our objective is to ensure all transactions are executed promptly and smoothly.

MONITORING

economic and personal circumstances involves regular in-house reviews as well as periodic meetings between you, Stephen, and staff. We find in our industry that this step is often neglected; however, at Wagner Financial it is paramount.