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Edmond, OK 73013

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Stagner Financial Advisory

(855) 285-0316

 

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You’ve made investments your whole life. Work with us to help make the most of them.

 

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Leaving Your Lasting Legacy

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Want to do more with your wealth? You might want to consider creating a charitable foundation.

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What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.