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

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7 Real Estate Scams to Watch Out For
Sep 16,2016 No Comment
Buying and selling a home is a big deal. There are so many things to consider and work
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5 Common Investment Mistakes
Sep 1,2016 No Comment
When it comes to creating an investment strategy, everyone makes mistakes. Whether your experience in investing is just
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4 Car Dealer Tricks You Need to Know Before You Buy a Car
Aug 23,2016 No Comment
We often hear that car salespeople can be shrewd as they are looking to try and sell you
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3 Retirement Savings Rules (Possibly) Worth Breaking
Aug 9,2016 No Comment
Saving for retirement is an essential link in the wealth-building chain. Taking in to account the need to

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.