Wagner Planning

Often what prompts planning are those big financial questions that you’re not sure where to even begin to find the answer. Perhaps you are wondering:

How much should I be saving for retirement?
When should I draw on my social security?
Is it better to take the monthly pension payment or lump sum from my retirement plan?
Will I outlive my current retirement income?
Can I afford to leave my home and move to a retirement community?

Maybe you are not even sure what questions you should be asking but you want to talk about your current financial situation with a financial professional.

Since 2001, Sandra J. Wagner, CFP ® has been specializing in assisting widows, retirees, and savers answer those big financial questions. She uses down-to-earth terms to explain what can sometimes be complicated concepts. She has helped her clients navigate the market downturns of the early 2000s and the sudden drops in 2008 and 2009.

Wagner Planning is here to help you confidentially answer the big financial questions and then invest appropriately for your destination. We use planning tools that help you define your goals and the resources available for achieving those goals. We also work with you to monitor your financial situation to ensure that your investment portfolio remains compatible with your risk tolerance, needs and objectives.

Investments are important but that’s not where we start. We start with you and your hopes and dreams for your future. Our focus is on planning. Whether you are planning for retirement, planning for college education, or planning for years of travel and volunteering. We are here to help you get where you want to be. Once we examine your current financial situation and where you want to go we can then select the investments to help get you there.