Wagner Investment & Retirement Advisors, LLC Services

We take a personal approach and offer a high level of service paired with years of experience, comprehensive resources and support, objective and in-depth knowledge. Through our dedication to service, Wagner Investment & Retirement Advisors, LLC creates value for our clients resulting in tailored retirement solutions that cater to their individual needs, goals and vision.

If you would like to have a conversation about your retirement strategy, please contact us online or call our West Des Moines office at 515.745.3720. There’s absolutely no cost or obligation.

Our 4-Step Process

Discovery

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what your retirement goals are.

Strategy

The primary objective of this stage is to develop an effective, long-term retirement strategy that is custom tailored to the individual needs of each client. We then develop a comprehensive proposal that outlines the strategy we recommend for long term success. This proposal is given to you during the second meeting, at which time we review our strategies and explain the rationale behind our recommendations.

Implementation

The primary objective of this phase is to successfully implement your retirement strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Monitoring

We meet with our clients on a regular basis to ensure that unexpected life events have not changed their retirement goals. At times, this calls for us to modify an existing strategy or develop a new one, and the process starts over again. In this way, we can ensure we are always adapting to your needs and to the demands of global markets.

“Unfortunately, the one question I hear most from people I meet with is: Will I run out of income during retirement? The good thing is, I can tell them I have the knowledge and tools that can help estimate their retirement income based on their current strategy.” – Russ Wagner, Wagner Investment & Retirement Advisors, LLC

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