Since 1972, Skip has been associated with Integrated Financial Network. In this position, he is fortunate to have the opportunity to help people move toward a more secure financial life. This begins with asking the right questions, then listening carefully to understand what is important to his clients presently. His intention is to help everyone create a path forward that provides peace of mind and possibly more liquidity, use and control for his clients’ money.
-Tax-Favored Wealth Accumulation/Preservation*
-Tax-Advantaged Retirement Planning*
-Life Insurance Planning
-Disability Income Insurance
-Business Insurance Planning
-Florida State University
B.A., International Affairs
-The American College
Chartered Life Underwriter (CLU)
-FINRA Licensing, Series 6
Civic and Charitable Affiliations
-Disabled American Veterans
-Crayons to Computers
U.S. Army Officer, 1968-1972
Duty posts in the United States, Okinawa and Vietnam
Skip has been married to his wife Karen since 1979 and they have one son.
Skip enjoys writing articles, reading, listening to music, working out at the “Y” and relaxing with friends and family.
Registered Representative of The O.N. Equity Sales Company, Member FINRA/SIPC.
Licensed to offer life insurance and annuities in OH, KY, FL and MI. Securities licensed in OH, KY and FL.
* Tax and/or legal advice is not offered by Skip Wagner. (consult your tax professional for additional guidance regarding tax-related matters.)