Skip Wagner

Skip Wagner

Chartered Life Underwriter

Sheldon "Skip" Wagner received his B.A. from Florida State University. He joined Integrated Financial Network in 1972 after active duty as a US Army Officer. Skip earned the Chartered Life Underwriter (CLU®) designation from the American College in 1982. He is a member of both the National Association for Insurance and Financial Advisors (NAIFA) and the Society of Financial Service Professsionals (SFSP). 

Skip is passionate about helping his clients create a more secure financial life so they will have more liquidity, use and control of their money. He wants to guide you to a path that allows you to possibly lower taxes and accumulate more tax-free income over time. 

This process begins with asking the right questions and listending carefully to understand what is important to you today. He wants you to feel well informed and confident in your planning process. This will help you to enjoy life plus potentially provide a legacy for those you care about.

Skip enjoys warm relationships with all his clients. He serves with integrity and strives to provide credible answers to this question: "What is it that needs your attention today that if I could help you move towards its accomplishment, would make you feel happy with your progress personally and financially?"

Professional Services

  • Tax-Favored Wealth Accumulation/Preservation*
  • Tax-Advantaged Retirement Planning*
  • Life Insurance Planning
  • Disability Income Insurance
  • Business Insurance Planning

Education

  • Florida State University
    • B.A., International Affairs
  • The American College
    • Chartered Life Underwriter (CLU®)
  • FINRA Licensing, Series 6

Civic and Charitable Affiliations

  • Disabled American Veterans
  • Crayons to Computers

Military Service
U.S. Army Officer, 1968-1972
Duty posts in the United States, Okinawa and Vietnam

Family
Skip has been married to his wife Karen since 1979 and they have one son, Freddy.

Hobbies
Skip enjoys writing articles, reading, listening to music, working out at the “Y” and relaxing with friends and family.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513)794-6794. 

*Tax and/or legal advice is not offered by Skip Wagner. Please consult with your tax professional for additional guidance regarding tax-related matters.

Phone 513-794-5074
Fax 513-794-1096