WAGNER PLANNING

Wagner Planning is a fiduciary firm. We are ethically and legally obligated to always base our advice on what is best for you as the client. Our clients come first. We always provide the highest quality client service and address every situation individually without being locked into one single sales platform and without using proprietary products or generalized investment strategies. All strategies are customized based on individual client needs and goals... Wagner Planning is a local firm offering financial consulting to individuals & families. Investments are important but that's not where we start. We start with you and your hopes and dreams for the future... As a fee-based financial services firm we charge based on the complexity of your financial situation. For consulting contracts, an hourly fee applies. This is typically for large, big-picture planning projects such as retirement planning, financial planning, or college planning.

Also known as: Wagner Financial, LLC

Primary location: Lake Oswego United States