Rick Wagner, CFP®, ChFC®

Experience

• 

  NEXT Financial Group, Inc.

  Oct 2012 - Jun 2013

  Registered Representative
• 

  Ironwood Wealth Management, LLC.

  Jun 2013 - now

  Ironwood Wealth Management, an Independent Investment Advisor registered with the SEC, is a comprehensive financial planning firm that offers customized solutions to individuals and institutions. We enjoy helping retirees and pre-retirees with the complexities of turning their "Nest Egg" into a reliable income stream. We strive to provide a superior level of service to our clients second to none, and as such, have grown our practice almost entirely through the referrals of our existing clients. We offer unique and creative planning strategies to complex topics such as estate planning, employer-sponsored retirement plans, individual retirement plans and portfolio management. With collaborative relationships with several Certified Public Accounts and attorneys, we are able to offer a holistic level of financial planning integrated with tax-savings and estate planning. We follow a disciplined wealth management process that provides a structured approach but still allows for customization based on your own personal situation. Our process includes preparing an Investment Policy Statement for each client, determining the appropriate asset allocation based on your goals and objectives, selecting the securities to use for each asset allocation using both passive and active management styles, monitoring and evaluating the portfolio on a continual basis and strategically rebalancing the portfolio.As a Financial Planner with Ironwood Wealth Management, Rick meets with clients to develop and implement personalized financial plans. Rick is also heavily involved with conducting client reviews. Rick has experience in tax planning, retirement planning, college funding analysis, risk management assessment and charitable giving strategies. Rick is passionate about the ongoing role of helping guide Ironwood clients towards reaching their financial goals. Show less

  • Director of Advisor Training and Development, Senior Wealth Advisor

    Jan 2022 - now

  • Wealth Advisor

    Jun 2013 - now