• Ep. 312: Waggoner Financial Shares Their Robust Planning Process

  • Oct 1 2024
  • Length: 28 mins
  • Podcast

Ep. 312: Waggoner Financial Shares Their Robust Planning Process

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  • Summary

  • Accumulating and managing wealth is - and should be - an extremely complex strategic process. Going it alone is not recommended if you have goals you want to achieve. Joining Chris to share how to create a comprehensive wealth creation and management plan are members of the Waggoner Financial team, President Kiley Eory, Director of Investment & Planning Ankit Jalan, and Financial Advisor Associate Jordan Bowman.
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