Hello!
My approach to financial guidance focuses on you: your goals, your priorities, and your areas of concern.
The integrated strategy is built specifically for you. I look forward to our first conversation.
Cherie Wagner
Investment Professional, NYLIFE Securities LLC
Licensed Agent, New York Life Insurance Company
Step 1
Client Intake
We'll start with understanding where you are today, getting a sense of the broad financial and protection picture.
STEP 2
Discuss your goals
We’ll then focus on what matters most to you and the future you want to build.
STEP 3
Review risks and opportunities
We identify potential risks and uncover opportunities so your plan stays on track.
STEP 4
Create your personalized strategy
Together, we build a personalized strategy designed to protect what matters most and support long-term growth.
STEP 5
Get ongoing support
As life changes, we’ll revisit your plan, adjust as needed, and keep you moving forward.
My areas of focus
I offer a range of financial solutions designed to protect your loved ones, accumulate for retirement, and create predictable and growth oriented income in retirement. Below, you’ll find an overview of the products and strategies I can help you explore.
Investment Options
Market-invested solutions to preserve or accumulate portfolio growth
Income Annuities
Create a reliable income stream to help support your needs in retirement
Life & Disability Insurance
Help ensure your loved ones are taken care of
Facility and Home Care
Insurance to help family members be care managers and oversee secure, hands-on skilled assistance