The Waggoner Family

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Waggoner Financial 
& Insurance Services
Capital • Assets • Retirement • Estates
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Consider this:

 

When crunching numbers, consider the tax implications, lost opportunity costs and wealth transfers.

 

 

Use tax favored strategies to build and maintain wealth.

 

 

Charitable giving can provide an everlasting legacy and enhance the lives of many people.

 

 

Wealth can be acquired

over many generations

and lost in one.

Copyright ©  2012 Waggoner Financial
Home.About us.Services.Calculators.Videos.Contact us.

These are the same tools I use to develop financial reports for my clients.  I am making them available for use to you as a way to become more familiar with where you stand financially.  Although they provide a general scope of your financial situation a more in depth review is needed to provide possible solutions.  I am here to help you as a financial coach and as such I often work with your accountant, attorney, and or financial planner.  Because what I do is so unique you will find that the professionals that have provided you with financial advice in the past will want me to coach them as well.  My underlining goal is to help you recapture transferred wealth whether it be taxes, interest, or other unnecessary expenses by restructuring your finances to offer more control and less risk.   

A word of caution; you may become overwhelmed with trying to input all your information to the degree that you may begin to be frustrated by the process, relax I am just an email or phone call away.

FINANCIAL CALCULATORS

RETIREMENT

CONSUMER DEBT

INSURANCE

FINANCES

COLLEGE

INVESTING

TAXATION

ESTATE

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

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