We are a firm focused on financial education and dynamic planning. We provide the highest level of financial planning to both individuals and business owners. SOPHISTICATION Our team works to provide sound, tailored financial plans and investment strategies that have been built with sophistication. After delivery of a plan, we continue to analyze and update, always providing detailed review and reporting. Our clients have the benefit of a financial team with significant combined education and qualifications. GOAL-FOCUSED HOLISTIC PLANNING We start by determining each client’s unique goals. Based on goals, we work with our clients on a comprehensive financial plan which reflects: General Savings Strategies Risk Management Benefits Evaluation Investment Planning Tax Planning Retirement Planning Estate Planning Business Planning RHYTHM Our team is an accountability partner that brings rhythm and structure to your financial planning. We design a road map for each client and review to ensure recommendations are implemented and progress is made towards each client’s unique goals. EDUCATION We are first in financial education. Our clients value the vast amount of knowledge received throughout the advising process. We coach our clients and make sure they have the education to apply informed financial decisions. TRUST When clients work with our team, they know their best interests are always our top priority. Our clients know our team has the competence and character to implement a comprehensive financial plan. DISCLOSURES Member SIPC www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.waggoner-group.com.