Broker Check

Rich In Experience

Financial Planning

At Wagner Loftin Investment Services we believe that one true constant in life is change. As markets, economies or one’s personal circumstances change so do our plans. We understand that financial planning is a process, NOT an event. Depending on a clients’ current situation we can provide varying levels of financial planning as needed.

Our Primary Goals are to:

  • Learn about our clients and what is important to them by listening and asking good questions.
  • Provide objective feedback to our clients about their current situation
  • Collaborate with clients and develop a plan, while creating mutual trust and respect.
  • Consolidate and simplify our clients’ financial affairs.
  • Assist clients in coordinating investment management, tax planning, insurance and estate planning.
  • Offer ongoing advice and financial planning guidance.

Even when you think you have your life all mapped out,
things happen that shape your destiny in ways you might never have imagined.
~Deepak Chopra~