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Enterprise™

Solutions for businesses and executives.

At Waggoner Financial, we design benefit packages to provide closely-held companies with the tools necessary to attract and retain talented professionals while addressing tax-efficiency for owners. After designing and implementing a plan, we educate participants and serve as a resource for everyone — owners, executives, and employees.

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

Fidelity 403(b) Plans

Fidelity 403(b) Plans

Waggoner Financial is approved to offer advisory service on existing 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 15,000 investment choices, provide fiduciary advice, and implement professional management.

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Retirement Plans

Retirement Plans

Retirement plans can be designed creatively to attract and retain talent while creating tax-efficiency for owners and high-income earners. Our team audits existing plans to make sure costs are reasonable, administration is easy, plan design is tailored for the organization, and employees have access to financial education.

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Group Insurance

Group Insurance

A comprehensive insurance package is the most important benefit to employees. These plans can be designed to with a variety of cost-sharing options and our team works on an open platform. This means you can use our dedicated team to design a package that is right for employees as well as the owner's budget.

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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, you can trust our team has the knowledge and experience to deliver sound, tax-efficient recommendations within the complexities of executive pay and corporate governance. 

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