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Julie Wagner, NSSA® Advisor · Grand Rapids, MI

A professional headshot of Julie Wagner, Tax Professional - Providing tax preparation and retirement tax planning services to individuals. of Hayden's Tax Service in Grand Rapids, MI

Julie Wagner

Tax Professional - Providing tax preparation and retirement tax planning services to individuals., Hayden's Tax Service

4211 Clyde Park SW
Grand Rapids, MI 49506

616-532-3043

www.401ktaxanalyzer.com

NSSA® Certified #3471

Professional Profile

Meet Julie Hayden Wagner, a dedicated Tax Professional at Hayden's Tax Service, where she specializes in tax preparation and retirement tax planning services for individuals in Michigan. With a strong background as a former engineer, Julie approaches tax issues with a keen analytical mindset, making complex financial matters clear and manageable for her clients.

Julie Wagner has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.

As the innovative creator of the proprietary 401k Tax Analyzer™, Julie possesses deep expertise in retirement tax strategies and Social Security planning. Her extensive knowledge allows her to provide tailored solutions that help you maximize your financial outcomes, ensuring that your retirement years are as financially secure as possible.

At Hayden's Tax Service, founded in 1968 and known for its personalized attention, Julie prioritizes understanding the unique circumstances of each client. Her commitment to building long-term relationships eliminates the stress and confusion often associated with tax decisions. Whether you're filing your tax return, strategizing your retirement income, or planning for the future, Julie offers informed, individualized guidance you can trust.

When she’s not helping clients navigate their tax situations, Julie enjoys reading and traveling, with a goal of visiting all 50 states. Trust Julie Wagner to guide you on your journey toward financial clarity and security.

Contact Julie

Why ARPI-Certified

How an ARPI-Certified Advisor Can Help You

ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.

Avoid Costly Claiming Mistakes

Social Security rules are complex — small missteps can cost thousands in lost benefits. An ARPI-certified advisor ensures you make informed decisions and avoid costly errors.

Holistic Retirement Planning

Your Social Security strategy doesn’t exist in isolation. An ARPI advisor integrates it with your full retirement plan so your assets work together toward a secure future.

Personalized Guidance You Can’t Get Elsewhere

The Social Security Administration provides information — not strategy. An ARPI-certified advisor delivers tailored solutions based on your unique circumstances and goals.