Wagner Financial Services
A trusted family advisor
“To exceed expectations of individuals and business owners by providing ongoing superior accounting & financial management, while being sensitive and insightful to all their financial needs.”
“We are here to make your financial goals a reality.”
“If you can't take it out, don't put it in"
We are a full service CPA and Wealth Management Firm that provides:
Accounting, financial management, taxation, payroll, and comprehensive financial services for US and International clients who valued personalized services with the advantage and extensive resources only a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) can offer.
AAS- Accounting Services
TAX- Full Tax Services
WMS- Wealth Management Services
EST - Estate and Financial Services
BPS- Business Payroll Services
FID- Fiduciary Services and Trust Accounts
INTL- International Business Services
BCS- Business Consulting Services
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
A letter of instruction provides additional and more personal information regarding your estate.
Good employee health can be great for the company’s bottom line.
Sustain financial well-being or create wealth through these actions.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
These food myths will really put a drain on your wallet.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are hundreds of ETFs available. Should you invest in them?
When you retire, how will you treat your next chapter?
Doing your research is key before buying a vacation home.
Peer-to-peer payment apps are one of the newest ways to send money.
It's easy to let investments accumulate like old receipts in a junk drawer.
When markets shift, experienced investors stick to their strategy.