We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Randy Wagner, CPA, CFP, MBA, MIM
Randy Wagner is the managing partner of WFS, a Certified Public Accountant (CPA) and Certified Financial Planner (CFP). He graduated from the University of Texas at Arlington with a Bachelors of Science in Accounting (BS) and a Masters...
Sharon Wagner is a principal in Wagner Financial Services. She majored in Sociology, Psychology, and Business. Sharon has experience in corporate management and CEO of firms of various sizes with European and international firms....