We help our clients move towards clarity and confidence in their financial future.
We use a comprehensive process based on your needs and goals to craft a custom financial plan to meet your objectives.
We are a team of professional fiduciaries whose main objective is serving you and your legacy.
A Compass Towards Your Financial Future
We are a firm of professionals who truly care about your family, finances, and your long-term prosperity. We stand with our clients to aid them in reaching their personal, professional, familial, and financial goals.
Our clients often come to us as they are preparing for or going through a transition. These situations can include retirement, changing jobs, preparing for a new opportunity, or laying the groundwork of imparting some financial security onto their descendants. We listen, plan for, and educate our clients; with the singular purpose of guiding them towards achieving their financial goals.Contact Us
What's Your Risk Number?
At Wagner Advisory Group, we use Riskalyze, an online tool based on Nobel Prize-winning research that gives you your personal risk number. Knowing your risk numbers helps us guide you toward a portfolio you can hold fast to when the road gets rough or when permanent loss stares you in the face.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Other Sure Thing
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
Bonds may outperform stocks one year only to have stocks rebound the next.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Lifestyle considerations in creating your retirement portfolio.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
When do you need a will? The answer is easy: Right Now.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
This short video illustrates why knowing when to retire can be a crucial part of your strategy.