Jim Waggoner


VisionPoint Advisory Group

Jim (or J.W.) holds over 30 years of experience in several areas of Advanced Financial Planning and Executive Benefits. He specializes in 401(k) retirement and defined benefit plans, non-qualified executive benefit solutions, buy/sell agreements, estate planning and succession strategies.

JW places a high value on the relationships he has with business owners. His expertise provides assistance to employers in implementing programs that recruit, retain, and reward select employees whom the success of the business depends. His experience in Deferred Compensation provides a complete solution for successful businesses.

Waggoner has served as past President for both local and State chapters of NAIFA and past President for First Priority of America. He has been a member of the Million Dollar Round Table, Court of the Table and Top of the Table.

Outside of work, Waggoner enjoys spending time with his wife of 29 years, two children and four grandchildren. JW actively supports his local church and leads a businessmen’s monthly bible study.

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