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Join Reagan and Kristen Wagner each week for honest conversations about building wealth, leading with purpose, and creating the life you want to live.
The National Financial Alliance Podcast
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Partners You can Trust
For Your Financial Journey
National Financial Alliance puts our 40 years of experience to work for you, ensuring your current financial, risk, and continuity programs align with your visions for your future.
Our expertise enables you to have less risk, better alignment, and increased efficiency, allowing you to manage your money with confidence and peace of mind.
🎙️ Hear more from Reagan & Kristen on the podcast.
Dive deeper into what trusted partnership looks like, and how it transforms financial plans.
Clear Vision
We mend fractured plans and create one clear vision for all parties.
Trusted Partnership
Building long-term relationships based on transparency and results.
Empowering Advisors
to Build & Thrive
Our proven process delivers measurable results for individuals, families, and businesses seeking financial clarity and success.
Trusted by 1,000+ clients worldwide
Vision Alignment
Align your financial structure with your personal and business vision through our proven proprietary process.
Risk Management
Reduce risk with comprehensive analysis and strategic planning backed by decades of experience.
Performance Optimization
Data-driven insights and modeling to maximize your financial performance and efficiency
Stakeholder Clarity
Create transparency and alignment among all stakeholders with clear reporting and communication.
Streamlined Operations
Eliminate inefficiencies and fractured plans with our comprehensive implementation strategy.
Ongoing Monitoring
Quarterly reporting and consistent monitoring to ensure you stay on track toward your goals
Meet the Hosts
Founded by Reagan Wagner, Bob Wagner, and Joel Swinehart, our leadership team brings together decades of experience in financial advisory and wealth management.
Bob Wagner
Founder
Leading strategic vision and client partnerships with decades of financial advisory experience.
Reagan Wagner
CEO, Principal and Managing Partner
Kristen Wagner
COO, Partner
Tools That Set Us Apart
Professional guides and resources to get you started toward financial freedom.
Goal Planning
Set intentional financial goals that align with your personal plans for the new year.
- Goal setting framework
- Vision alignment
- Action planning
📥 2.4k+ downloads
Year End Review
Take stock of your annual financial planning with this comprehensive checklist.
- Performance Metrics
- Tax Optimization
- Strategic planning
📥 5.2k+ downloads
A Design For Life
Articulate your vision and your values and align them with your long-term financial objectives with this interactive workbook.
- Value Assessment
- Legacy Planning
- Goal Mapping
📥 3.1k+ downloads
Our Clients Are Like Family
“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”.”
Andrell Johnson
“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.”
Thomas Short
“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.”
Felipe Lofaso
“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.”
Dana Desser
“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!”
Paul Martinelli
“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.”
Jim Elder
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- Exclusive financial planning tips
- Risk management strategies
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