Welcome, we're Wagner Financial Services, a financial organization in Bismarck, North Dakota. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
An effective estate can spell out your healthcare wishes and ensure they're carried out - even if you are unable to communicate. A sound insurance program can help protect your family from the financial consequences of unexpected events.
An effective estate can spell out your healthcare wishes and ensure they're carried out - even if you are unable to communicate. A sound insurance program can help protect your family from the financial consequences of unexpected events.
Services
Wagner Financial Services was founded with the goal of assisting our clients in every aspect of their financial lives. We've strive to provide the most personal service available and earn a reputation for excellence in our industry. We are committed to helping our clients achieve financial independence.
Donavon Wagner has been in the Financial Services Industry for the past 36 years and is owner of Wagner Financial Services Inc. Donavon primarily works with small businesses and families in retirement planning to help them attain their. Steve Jacob has been in the business of helping people with their financial affairs for 28 years.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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