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Prosper™

A complete strategy for your life and wealth. 

We want you to charge forward toward your aspirational goals and dreams without uncertainty. Life moves too quickly, and worrying about time, energy, and money is no way to live. We know that to be the best version of yourself, financial problems need to be solved first so you can focus on things that really matter in life - your passions.

At Waggoner Financial, we have developed a comprehensive system to manage your money and measure your progress. We call this Prosper® — a personalized path towards being your best self.

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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