Financial Planning

Financial planning can mean the difference between scraping by and success.
Creating a financial plan may sound daunting, but it doesn't have to be. Working with a financial planner can point you in the right direction. A financial planner can help you solidify a plan that will help you meet your short and long term financial goals.
Most of us know that financial planning is important, but do you really know why?
When you work with us, you’ll get a dedicated financial planning professional who will meet with you to discuss your goals. A representative from our team can help you save for such things as:
  • Retirement
  • College
  • A primary or second home
The sooner you get started with one of our financial planners, the more prepared you’ll be to start funding your future.
We excel at planning for your financial future.
Our comprehensive personal financial planning tool enables individuals and families to measure and manage their resources conveniently, privately, 24/7, with little or no professional time required. Wouldn't it be nice to have a comprehensive personal financial plan that you helped prepare, easily accessible for you and your heirs, at any time of the day or night, to update for contemplated transactions? We can help you with that! (Click here to learn how set up your private account.)
Investment Management Services
In 2017, after years of resisting the call from clients and colleagues, Roger Nagel was credentialed as a Personal Financial Specialist. This enabled Nagel CPAs, LLC to seek new resources in Financial Planning, Investment and Wealth Management services. Last summer Roger was invited, and accepted, the opportunity to join the Archer Investment Corporation team.

Nagel CPAs, LLC now offers a full range of investment services through our partnership with Archer Investment Corporation. We are excited to provide this newest area of support, encouragement, and advice in managing investments! Read more about Archer Investment Corporation.

*Investments offered through Archer Investment Corporation. For full disclosures, go to
Take the first step toward long-term financial security.
Contact us today to set up an appointment with one of our financial planners!