Concierge Wealth Management Services

Insurance

Insurance

We look at insurance as part of your whole plan. Life insurance is a vehicle for protection and savings. Our independent platform allows us to select products and carriers that address your specific needs.

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Retirement Planning

Retirement Planning

Retiring with confidence takes years of saving and planning. Work with our team on a detailed, tax-efficient retirement savings plan. Along the way, we stress-test your plan to make sure you stay on track.

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Tax Strategies

Tax Strategies

Taxes are confusing, especially for high-income earners. Our experienced professionals apply tax-efficient strategies and coordinate with your CPA to make sure your taxes and financial plan are seamlessly integrated. 

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Estate Strategies

Estate Strategies

Your estate plan creates a legacy that can last for generations. Our team works with you and your estate planning attorney to design and implement a plan that gives you confidence that your wealth transfers smoothly.

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Waggoner Investment Strategy

Waggoner Investment Strategy

Our strategy is the one that works for you. Together we can take the guesswork out of your financial future. We use industry-leading technology that quantifies your acceptable levels of risk and reward. We use that combined with our market outlook and historical trends to develop a strategy that fits you.

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Tax-Efficient Investing

Tax-Efficient Investing

Pro-active, tax-aware investing is essential your net return. This involves deep understanding of tax laws and policy changes, deliberately placing certain assets in tax-exempt accounts, controlling when and how taxes are paid with Roth conversions, and strategically realizing gains and losses.

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Resources for DIY Investors

Resources for DIY Investors

Don't be a do-it-yourself investor alone. Our team can work with you to help you manage your assets. DIY investors that work with our team have access to leading research, transaction-fee-free trading, and a dedicated service team. 

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Retirement Income Strategies

Retirement Income Strategies

Deciding to retire — to transition from accumulating wealth to using it — is not easy. It takes confidence, and that confidence comes from a flexible, stress-tested wealth plan. Portfolio bifurcation is an important way to carve out income while still letting your money work for you.

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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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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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only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any
resident of any other state.

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