Concierge Wealth Management Services

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 achieve 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 experts 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 security that your wealth transfers smoothly.

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Venture®

A portfolio you can count on.

Many of our clients come to us asking questions.

  • Am I missing out on new opportunities?
  • Am I getting the highest after-tax return for the amount of risk I am willing to take?
  • Can I rely on this portfolio for my needs and goals?

They 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.

Managing your investments shouldn't be your full-time job. It is important to leverage guidance from a team you trust. With an in-house team of Investment & Research Analysts, we apply active and strategic management of sophisticated portfolios.

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 maximizes your net return. This involves expert-level 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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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 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 know the ins and outs of their benefit packages and executive compensation.

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 best 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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