Ep. 312: Waggoner Financial Shares Their Robust Planning Process

from Michigan Reimagined · host Chris Buck

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.

Episode metadata supplied by the publisher feed · Published Oct 1, 2024

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Ep. 312: Waggoner Financial Shares Their Robust Planning Process

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