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Our Programs

Waggoner Financial has a tailored investment approach which is constantly being refined to accommodate the developing needs, goals, and visions of our more than 400 clients.



Prosper™  is designed for those who are at the beginning of their financial planning journey. To be the best version of yourself, financial problems need to be solved first so you can focus on the things that really matter to you— your passions. Under the Prosper™ approach, we focus on creating a blueprint to financial well-being that may include education and services such as a detailed savings strategy, Roth IRAs, and insurance. 

Our goal is to give you the tools to charge forward toward your aspirational goals and dreams without uncertainty.


Venture is tailored for those who are farther along in their financial planning journey.

Many people are already working with a financial advisor and have accumulated significant assets. Others have worked hard to build their wealth and now they do not know how to manage a large portfolio on their own while mitigating tax, estate, and insurance considerations.

These clients come to us with questions such as: 

  • Am I missing out on new opportunities because I don’t have a partnership relationship with my advisor? 
  • Am I getting the highest after-tax return for the amount of risk I am willing to take?
  • How often should my financial advisor reach out to discuss whether my portfolio is meeting my needs and goals? 

With an in-house team of Investment & Research Analysts, we specialize in the strategic management of sophisticated portfolios. Venture helps you become an informed steward of your assets and prepare for new stages of your life.

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Evolve your business to the next level. Enterprise is Waggoner Financial’s specialized plan for business owners and executives. Our benefit packages provide closely-held companies the tools necessary to attract and retain talented professionals while achieving tax-efficiency for owners. After designing and implementing a solution, we educate participants and serve as a resource for everyone — owners, executives, and employees.

We also work with executives of publicly-traded companies and understand well the ins and outs of their benefit packages and executive compensation.

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Total Rewards™

Let us build a compensation package for your business. Our team uses experience and knowledge to design employee benefit and compensation packages tailored to your business needs, with the goal of reducing the time and stress related to benefit administration.

Audit | We perform a complimentary audit of your existing benefits, including participation rate, company culture, and overall business goals. We will benchmark your current benefits to find opportunities for improvement.

Design | We build a package to fit your business goals. From choosing eligibility rules and investment lineups, to tailoring cost and looking for tax credits, our team takes plan design seriously.

Administer | We strive to make benefit administration easy! Let us do implementation, participant enrollment, and ongoing education so you don’t have to. We coordinate administration, compliance, and technology to help you better manage your benefit programs. 

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