We’re a financial planning firm focused on education, strategy, and results. Our team delivers sophisticated, goal-based planning for individuals and business owners—covering everything from investments and taxes to retirement and estate planning.

We bring rhythm, accountability, and clarity to your financial life, backed by deep expertise and a commitment to your goals. With us, it’s not just planning—it’s progress.

Member SIPC. 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 we are registered to do business, please visit www.waggoner-group.com.

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