facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Grow Your Wealth. Secure Your Future.

The Seven Deadly Sins of Financial Independence

Over the last 25 years, Wayne Wagner Jr., ChFC has worked to help clients pursue financial independence, not just retirement.

In this free chapter of "A Business Class Wealth Vision", Wayne shines a light on seven of the most common mistakes that derail plans for lasting financial independence.

What You'll Learn

With this free download, you'll find answers to questions like:

  1. Why cashflow is king. How to not run out of cash in retirement.
  2. How dollar cost averaging may have gotten you here, but it won’t get you there.
  3. Why retirement dollars do not equal non retirement dollars. 

Download Ebook Chapter




Leaning on Experience

For some, financial independence is far away with many years and some large life decisions still to make. Others may be living in financial independence now, seeking to make your money last as long as you’ll need it. You may be financially independent but love what you do so you haven’t retired.

Most people like the idea of financial independence, but how do you know if you're on the right path? If you're on the right path, how do you avoid mistakes that can derail your plans for the future?

At Vizionary Wealth Management, Wayne Wagner Jr., ChFC works to help clients pursuing financial independence to avoid the common pitfalls. In this chapter, you are invited to learn from the experience of others so that you can make the right decisions to get your plans for financial independence on track.

Today, there are a few ways you can take the first step to do that:


Download the E-Chapter

Our passion is helping people, families, and communities grow. If you or someone you know would find it helpful, please enjoy our free download of this chapter from "A Business Class Wealth Vision".

Download E-Chapter


Schedule Time with Wayne

The fastest way to get answers to your financial questions - schedule a time to meet with Wayne Wagner Jr., ChFC. You bring your questions, we'll bring our experience.

Schedule a Meeting

Working with Vizionary Wealth Management

At Vizionary Wealth Management, we work with self-made, financially intelligent clients to grow your wealth, protect your progress, and secure your future.

We strive to create a personalized financial roadmap that guides you toward your desired destination. We work with you to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. 

Wayne Wagner, Jr., ChFC helps high net worth clients find the right solutions for their unique needs. He truly enjoys helping to guide his clients as they make decisions related to their personal finances, business ventures and estate plans.

Wayne is president of Vizionary Wealth Management and an Investment Advisor Representative with WealthPLAN Partners. He has passed the Series 6, 7, 24, 63 and 65 securities exams and also has earned the Chartered Financial Consultant (ChFC) designation, which allows him to provide comprehensive financial planning services for his clients and requires him to uphold the highest ethical standards.