Our Services
Tailored Wealth Strategies for Every Stage of Life
Your Financial Success, Our Expertise
Wealth Management
Maximize asset growth while minimizing asset risk. Learn More
Investment Strategies
Personalized portfolios tailored to match your risk tolerance. Learn More
Retirement Planning
Strategic financial planning to pursue a more secure future. Learn More
Business Continuity/Succession planning
Protect and grow your business for long-term stability. Learn More
Estate & Legacy Planning
Pass down your legacy in accordance with your wishes. Learn More
Risk Management & Insurance Solutions
Comprehensive coverage to shield your family from life’s uncertainties. Learn More
Wealth Management
Proactive Strategies that seek to Grow and Protect Your Assets.
We develop tailored portfolios customized to align with your goals, risk tolerance, and long-term vision. As an independent firm beholden to no one, we synchronize every investment decision with your best interests.
- Personalized investment strategies
- Risk-managed investing for market volatility
- Tax-minimized wealth growth
Investment Planning
Our goal is to maximize your financial upside with a strategic, diversified portfolio.
Using our proprietary process, we aim to help you build a portfolio balanced between growth opportunities and protection from market volatility.
- Stocks, bonds, mutual funds, and ETFs
- Asset allocation and risk assessment
- Tax-advantaged investment strategies
Retirement Planning
Plan for a comfortable retirement, confident and secure.
Ensure your savings last a lifetime with our savvy retirement income strategies. We optimize 401(k)s, IRAs, social security, and pension benefits.
- 401(k) and IRA rollovers
- Social security and pension optimization
- Lifetime income and withdrawal strategies
Business Continuity & Succession Planning
Be prepared for the future with a strategic continuity plan.
Be fortified against life’s uncertainties. We work with business owners to develop succession strategies, key employee retention plans, and buy-sell agreements to safeguard your company’s future.
- Business succession planning
- Key employee and executive benefits
- Buy-sell agreements
Estate & Legacy Planning
Safeguard your wealth and create a lasting financial legacy.
We collaborate with attorneys, CPAs, and estate planners to ensure your wishes regarding asset transference are honored, while minimizing tax liabilities.
- Wills and trust planning
- Wealth transfer and gifting strategies
- Charitable giving and philanthropy
Risk Management & Insurance Solutions
Shield your family’s future with the right insurance coverage.
We offer customized risk management solutions to protect your family, assets, and business from life’s uncertainties.
- Life and disability insurance
- Long-term care planning
- Business and key person insurance
Why Choose NFA?
Choosing National Financial Alliance means partnering with an experienced, trusted financial advisor who is committed to your unique, long-term success with transparency and tailored strategies.
40+ Years
of Experience
A lifetime of proven financial expertise.
$3 Billion+ in
Managed Assets
Stability, scale, and institutional experience.
190+ Advisors & Affiliates
Tap into a vast network of trusted professionals.
Customized
Advice
Tailored solutions, free from corporate influence.
Comprehensive Approach
We establish a nexus of professionals—financial planners, CPAs, and legal professionals—to build holistic plans for you.
Hear From Our Clients
Dana Desser
Position (Company)
“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 statement is a testimonial by a client of the financial professional as of 12/09/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Paul Martinelli
Position (Company)
“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!”
This statement is a testimonial by a client of the financial professional as of 12/09/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Andrell Johnson
Position (Company)
“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”.
This statement is a testimonial by a client of the financial professional as of 12/09/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Felipe Lofaso
Position (Company)
“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.”
This statement is a testimonial by a client of the financial professional as of 12/18/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Thomas Short
Position (Company)
“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.”
This statement is a testimonial by a client of the financial professional as of 12/23/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Jim Elder
Position (Company)
“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 un-expected happens to the other.”
This statement is a testimonial by a client of the financial professional as of 12/30/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
