Broker Check

Most people don’t have a centralized financial plan. Waggoner Financial has a comprehensive system to manage every aspect of your plan in one place, so that you feel organized and confident you're making smart decisions for now and into the future.  

Our mission is to help our clients be the greatest version of themselves.

Use our team to solve life's problems faster than new ones arise so you can focus on your purpose. Too many people have tried to either navigate their finances alone or without a team sophisticated enough to meet their needs.

The result — a fragmented plan that lacks financial efficiency.

You can build a clear plan that gives you the time, resources, and energy to focus on the things in life that make you the happiest.

Our mission is to help our clients be the greatest version of themselves. Use our team to solve life's problems faster than new ones arise so you can focus on your purpose.

<strong>We have a program to help you reach your goals.</strong>

We have a program to help you reach your goals.

Whether you are just getting started, ready to retire, or running a company, we have a program for you.


We work with you to design a financial plan that fits your unique needs. We make it simple and give you a step-by-step guide.

<strong>Waggoner Financial uses a proprietary stock selection strategy, RFED<sup>TM</sup> to build you a tailored portfolio.</strong>

Waggoner Financial uses a proprietary stock selection strategy, RFEDTM to build you a tailored portfolio.

We believe that the traditional method of categorizing stocks as growth or income is antiquated.


That's why we developed a way to look at stocks in four categories: revenue, free cash flow, earnings and dividends. The purpose for owning stocks in each of these categories is different. Because of that, we can build a portfolio more suited to your needs.

<strong>Build a clear financial plan on one place.</strong>

Build a clear financial plan on one place.

- Investment Strategies

- Tax Advising & Filing

- Estate Planning

- Retirement Projections

- Risk Management

- Balance Sheet Management

- Legacy Planning

- Benefit Solutions

- Financial Reporting

We bring rhythm, advanced data and reporting, and financial education so you are empowered to make smart financial choices.

Step 1

Schedule a consultation.

Step 2

Enroll in one of our programs.
Build your custom plan.

Step 3

Grow your money and confidently
measure your progress.