Eric B Waggoner, CFA®, CFP®, CLU®, ChFC®, AEP®

Wealth Management Advisor

Our Mission

"To help you develop and achieve your vision for the future through long-term strategic planning."

Plan Now for Your Future

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint can lay out what you need to do today to achieve your goals tomorrow.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next.

As your Wealth Management Advisor, Eric Waggoner will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.

Let Eric Waggoner help you ensure your financial future is all you want it to be.

Eric Waggoner featured in Columns Magazine

As an early adopter of technology, Eric Waggoner was featured in a recent issue of Northwestern Mutual's Columns magazine, promoting the use of technology and how it streamlines workflow while enhancing the client experience. In addition to this issue of Columns, Eric and his team were invited to speak at this year’s annual meeting in Milwaukee, Wisconsin, on several topics ranging from integrating workflow applications to helping families prepare for a comfortable retirement.

Read the article.



The Six Risks That Can Impact Your Retirement

People will spend decades saving for retirement. But are they taking the steps needed to minimize the six most common risks that can impact their financial security in retirement. This video highlights those six risks.





Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

A Guide To Your Finances In Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck