Helpful Links
The following are helpful links offering relevant, commonly requested information. These resources include budgeting ideas, financial planning, and organizations for seniors. We want to make sure that our clients are educated and provided with the most accurate information possible. For specific questions about how these topics relate to you, please contact our office.
- ADV Disclosure Part A – Wagner Planning
- ADV Disclosure Part B – Sandra J. Wagner
- CERTIFIED FINANCIAL PLANNER™ Board
- CFP® Certification: The Standard of Excellence
- Financial Planning Association of OR & WA
- Financial Industry Regulatory Authority (FINRA)
- Senior Resource Alliance NW
- Social Security
- The Simple Dollar