Empowered Living

"Of the many things that stands out working with Reagan and the team at NFA is that we were made to feel like family. Each and every encounter with a team member starts often with inquisitions about family and how everyone is doing, which is refreshing in a day and age when everyone is so focused on accomplishing the task at hand. As a business owner, I have always strived to run my organization in the same way that NFA is in Professional and efficient manner. I feel that everything that the entire team and NFA does is extremely different than any other firm I have ever worked with. Each member is professional and always attentive to every detail. We couldn’t be happier to have the entire team at NFA behind us and are so grateful for everything that they have done to support our entire family! Anytime anything needs to be coordinated between other advisors or firms the team at NFA is always first to respond and helps to coordinate whatever needs to be accomplished."

“This team is simply the best. Trust is the cornerstone of any relationship and especially when it's concerning your family's financial future, and I would not trust my family's future with anyone else. You will be glad you engaged them for your planning!”

“I’ve been a client of NFA for 20+ years. It has been absolutely one of the best decisions ever in my lifetime to have Reagan Wagner and the NFA family help and guide me to my goal of retiring at a early age and living my best retirement life. Throughout the years we have become family while they skillfully prepared me for retirement. I tell all my friends and family everyone needs “A Reagan” in their life. Reagan and his team personalized and tailored my portfolio to meet my needs and goals. Reagan and NFA took the anxiety and worry out of safely building my wealth because I had total trust and belief in their abilities and honesty. Truly a match made in heaven. Love the “Powered by the Five F’s: Faith, Family, Finance, Fitness, and Fun".

“We have been clients of Reagan's for many years and each year is better than the next. Reagan and his teams' attention to detail and thorough analysis of our financial status has helped guide many decisions in our lives, from children through business ventures. We appreciate the consistent communication and regular in-person meetings in Florida, it is always great to meet face to face in this ever growing electronic world. Reagan and his team of professionals are first class and we highly recommend them to anyone seeking personalized advice and financial wisdom.”

"Working with Reagan: Most compassionate person I know. Really understands clients' needs and focuses on that. If he does not understand something, he has the support team to find out the right answers. I do not believe there is a team in San Antonio that can hold up to the folks at NFA. This team has worked with our estate attorneys, CPA, and they just keep telling me how good this team really is. I am very confident I have found the right firm for my business needs, buying and selling businesses, retirement needs, estate planning needs and just all financial needs. I wish I could find something that needs improvement, but at this time, I have not found it. Thanks for everything your team does."

"In our case we have migrated into retirement. We enjoy dealing with Reagan & Kristen; they have created an ambiance with us that makes one feel like a part of the family. Kristen has become our principle contact and her personality is fantastic. Always trying to anticipate our needs and analyzing what could be improvements with our financial package & benefits. Great administrative follow-up with any issues, like fund changes. Quarterly meetings address where we are at and what might be better options. For example, our next meeting will focus on what situation a spouse will be in if something unexpected happens to the other."