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How We Do Business

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

What We Do

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

Our Team

Our team approach offers a range of services to provide more benefits to our clients.

Account Manager

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

 

Understanding Today’s Financial Environment


financial-markets-rndKnowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
At Wagner Financial Group, our team is committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we will work diligently to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. Our team will work closely with you to evaluate those opportunities and get in position to reap those rewards. At Wagner Financial we enjoy helping people build a solid financial foundation for the future.
We invite you to check out all the material on our website. If something prompts a question, please fill out the online form and we will get back to you as soon as we can. We look forward to working with you!

 

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6 Steps to Successful Financial Planning:

Financial Planner

Establishing a relationship with a financial planner. A conversation discussing the clients goals and the planners qualifications.

Information

Gathering information. Includes the gathering of client data including balance sheets & cash flows along with broad & specific goals & objectives.

Analyze

Analyzing the collection of data. Begin to plan for your future.

Implement Strategy

Developing & communicating recommendations & strategies to accomplish broad & specific financial goals.

Portfolio

Implement recommendations into financial portfolio.

Monitor Plan

Monitoring plan on a regular basis and adjusting plan accordingly with life changes.