Why Waggoner Financial?

Top 5 Reasons Clients Work with Waggoner Financial

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:

  • Eric B. Waggoner CFA®, CFP®, CLU®, ChFC®, AEP®
  • Kiley Eory, CFP®, ChFC®
  • 3 Securities-Licensed Advisors & Staff
  • 4 Insurance-Licensed Advisors & Staff
  • 2 Bachelor of Science Degrees in Mathematics
  • 1 Master of Science Degree in Mathematics
  • 1 Eli Broad College of Business of Michigan State University Graduate
  • 1 NYU Stern - Hong Kong University M.S. in Global Finance Student

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


Our mission is to turn goals into possibilities, and possibilities into reality.

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.

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