When deciding how to invest your money, which of these processes sounds better?

1) investments designed for a generic person of your gender and age

2) an investment plan built with your best interest in mind and focused on reaching your personal financial goals.

We know which we’d prefer. Contact us today to see the difference a goal-focused approach makes.

Creating a plan helps you stay focused, plan for challenges, and make choices that work for you. If you don’t have a retirement plan written out that you follow, you’re using the “wing and a prayer” plan, just hoping everything works out. We believe there’s a better way. Come see our process, and we’ll look at your whole picture. Together, we’ll create a roadmap to help you achieve your retirement goals and dreams.

Your company is one of your most important assets. It’s the product of your hard work. We know – we own our business too. Leaning on our personal experience, we’re able to offer your business a variety of services, from employee benefit plans to insurance and help with succession planning. We’ve been there before, both for our clients and for ourselves. Come see what that experience could mean for you.

Everyone should have an estate plan. It’s not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. While Wagner Wealth Management is not a legal or tax advisor, as a CFP® Professional, Kyle can work with your attorney and help you evaluate a variety of estate planning techniques based on your individual circumstances. Make an appointment today to see the difference working with a CFP® Professional can make for your family.

Once you’ve reached the point where you can retire, the next question is “How do I maximize my income?” It’s not about what you make, but what you keep. We will help determine where to pull money from, and when. In coordination with your accountant, we’ll put together a plan to maximize your income in a tax-smart way for years to come.