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Enterprise™

Solutions for businesses and executives.

A specialized system for owners and executives of closely-held companies. At Waggoner Financial, we design and install principles of large corporations to your organization through a 12-module program.

We also work with executives of publicly-traded companies and know the complexities of their benefit packages, executive compensation, and unique tax implications.  

Our 12-Module Program

Our 12-Module Program

Work with our team to install and maintain a 12-module system for your business. Establish goals. Optimize organizational policies. Consolidate and analyze financial reporting. Present findings to your board or key decision makers.

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Fidelity 403(b) Plans

Fidelity 403(b) Plans

If you work for a public school, university, or hospital and have a Fidelity retirement plan, we may be able to work with you to open 10,000 investment choices, provide fiduciary advice, and implement professional management.  

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Executive Compensation

Executive Compensation

Whether we are designing a new executive bonus plan for an organization or consulting on an individual's executive-level compensation, let our team help you navigate the complexities of executive pay and corporate governance. 

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We have a solution for you. Schedule today.

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