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
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Gaining a better understanding of municipal bonds makes more sense than ever.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
A change in your mindset during retirement may drive changes to your portfolio.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
When to start? Should I continue to work? How can I maximize my benefit?
Is your estate in order? This short quiz may help you assess your overall strategy.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Make your retirement as exciting as your next vacation.
There’s an alarming difference between perception and reality for current and future retirees.
Bucket lists don’t have to be for tomorrow.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What if instead of buying that vacation home, you invested the money?