Retirement & Rollovers

In 1992 we began assisting Chevron Retirees and Pre-Retirees with plans to make the transition to the next stage of their lives. Rollovers and retirement planning continue to be our mainstays and are at the heart of Wagner Loftin Investment Services.

There can be many aspects to retirement plans specific to each corporation. Understanding the options available to you can be pivotal in making the most of your retirement. Our goal is to educate and guide clients to make well-informed and confident lifetime decisions. The best strategy for each individual may be different, as each client has their own unique set of circumstances.

Over the past two decades we have assisted clients from a wide variety of companies and government agencies into many different investment and income strategies.

  • Rollover IRA’s
  • Roth IRA’s
  • 403(b) / 401(k)
  • Pension & Profit Sharing Plans
  • Retirement Income Planning
  • Cash Flow Planning
  • Social Security Planning
  • Roth Conversions


If you only have a hammer, you tend to see every problem as a nail.
~Abraham Maslow~



Chevron is not affiliated with SagePoint Financial, Inc.