The National Financial Alliance

The National Financial Alliance The National Financial Alliance provides comprehensive and integrated financial services in a high-engagement, client-centric model.

We focus on long-term client relationships. Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org. Investment Advice offered through Strategic Financial Concepts, a registered investment advisor. Strategic Financial Concepts and National Financial Alliance are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Fina

ncial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.tnfa.net

09/02/2026

It's National Preparedness Month and Life Insurance Awareness Month, so our newest NFA Studio episode covers both. We're talking:
πŸ“ The financial go-bag
πŸ›‘οΈ Is your coverage keeping up with your life?
βœ… The beneficiary check most people skip
πŸ‘ͺ Who gets overlooked

Plus, a peek at our free Life's Design book, made to keep your important info organized in one spot.

New episode is live now πŸŽ™οΈ
Request your free copy of our Life's Design book below!

Serving our clients well is the work. Getting invited into the communities they care about is the reward.This week, our ...
08/25/2026

Serving our clients well is the work. Getting invited into the communities they care about is the reward.

This week, our CEO Reagan Wagner spoke at FOCUS: Chosen to Lead, hosted by Dan Nicholas and the AO Leadership, sharing a message close to our firm's heart: Faith gives direction. Family gives responsibility. Finances give us a tool. When those three are in order, you're not just building a balance sheet; you're building a legacy.

We are grateful for the invitation and for the reminder that our highest calling isn't managing assets; it's stewarding trust. We are blessed to be part of impactful moments like these.

πŸŽ‰ Happy Birthday to our COO, Kristen Wagner! πŸŽ‰Today we celebrate you and the energy, vision, and dedication you bring to...
08/20/2026

πŸŽ‰ Happy Birthday to our COO, Kristen Wagner! πŸŽ‰

Today we celebrate you and the energy, vision, and dedication you bring to NFA every day. Your leadership and commitment to excellence help shape our culture and make a meaningful difference for our team, advisors, and clients alike.

Here's to a fantastic birthday and a year ahead filled with continued success, happiness, and new opportunities. πŸŽ‚πŸŽˆ

Our CEO Reagan Wagner will be taking the stage next week at FOCUS: Chosen to Lead, alongside incredible leaders. We are ...
08/14/2026

Our CEO Reagan Wagner will be taking the stage next week at FOCUS: Chosen to Lead, alongside incredible leaders. We are excited for Reagan to share his message and the impact this event will have on those in attendance.

There is still time to join. Register at: https://offer.aoleadership.com/chosen-2026-offer

SEVEN DAYS.

That's all that stands between you and two days that could change how you lead; at home, at work, and in your walk with God.

FOCUS: Chosen to Lead β€” August 21–22, at La Luz in Midland.

Look at who's in the room:
🏈 Terry Bradshaw β€” 4x Super Bowl champion
🏈 Jason Garrett β€” former Dallas Cowboys head coach
πŸŽ™οΈ James Brown β€” CBS "NFL Today"
πŸ“– Tom Ziglar β€” CEO of Ziglar, Inc.
πŸ”₯ Billy Cox

Where else in West Texas do you get in a room with men like this β€” for $97?

You weren't made to just get by. You were chosen to lead. The only question is whether you'll show up for it.

🎟️ Seats are going. Doors close August 20th and they don't reopen.
πŸ‘‰ offer.aoleadership.com/chosen-2026-offer

Don't be the man who meant to go.

Happy Birthday to our Premier Advisor, Ryan Bubela! πŸŽ‰Today we're celebrating you and the many ways you contribute to the...
08/14/2026

Happy Birthday to our Premier Advisor, Ryan Bubela! πŸŽ‰

Today we're celebrating you and the many ways you contribute to the NFA team. Your positive attitude, strong work ethic, and genuine commitment to those you serve are truly appreciated. We hope your birthday is filled with laughter, great company, and plenty of reasons to celebrate. Have an amazing day! πŸŽ‚

08/10/2026

Business owners: Is your group benefits package actually helping you attract and keep good people β€” without your costs spiraling?

Open enrollment season is fast approaching, and it's the ideal time to take a closer look at your strategy.

If you're not sure your benefits are aligned with what your team needs (or where your budget actually is), let's talk. πŸ‘‡

🎧 Catch the full conversation on NFA Studio β€” link in comments
πŸ“… Ready to review your benefits? Reach out anytime at [email protected]

08/05/2026

New episode alert 🎧

August can feel like a slow month, but two things are quietly due right now: your mid-year tax planning and your open enrollment prep.

In this episode, Reagan walks through simple ways to get ahead of both, plus a message for business owners wondering if their group benefits package is really working for their team.

Give it a listen and let us know what questions come up; we're always happy to talk it through.

This content is for general educational purposes only and does not constitute personalized advice.

August is National Make-A-Will Month, a timely reminder that protecting your legacy is just as important as building you...
08/04/2026

August is National Make-A-Will Month, a timely reminder that protecting your legacy is just as important as building your wealth.

A will helps ensure your wishes are honored, your loved ones are cared for, and unnecessary stress is minimized during difficult times. Yet, it's one of the most commonly overlooked pieces of a financial plan.

Whether you're creating your first will or updating an existing one after a major life event, now is a great time to review your estate planning strategy.

At NFA, we believe comprehensive financial planning goes beyond investments. It means preparing for every stage of life and helping you create a legacy that lasts.



πŸŽ‰ Happy Birthday to our Premier Advisor, Roger Simmons! πŸŽ‰Roger’s dedication to his clients, positive attitude, and commi...
07/30/2026

πŸŽ‰ Happy Birthday to our Premier Advisor, Roger Simmons! πŸŽ‰

Roger’s dedication to his clients, positive attitude, and commitment to helping others make him a valued part of the NFA family. We appreciate all that he does and the impact he continues to make each day.

We hope your birthday is filled with laughter, celebration, and time spent with family and friends. Wishing you a wonderful day and an incredible year ahead, Roger! πŸŽ‚πŸŽˆ

Today we're celebrating our summer interns here at National Financial Alliance! πŸŽ‰From day one, they've brought curiosity...
07/30/2026

Today we're celebrating our summer interns here at National Financial Alliance! πŸŽ‰
From day one, they've brought curiosity, energy, and a fresh perspective to our team, diving into real projects with genuine initiative. We're grateful for the hard work and excited to see where this next chapter takes them. Happy National Intern Day!

Address

901 NE Loop 410, Suite 100
San Antonio, TX
78209

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 2:30pm

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