Broker Check

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.” 

Our Goal:

“We are here to make your financial goals a reality.”

Our Advice:

“If you can't take it out, don't put it in"

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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.

Specializing in:

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

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Helpful Content

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

 

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Saving for College 101

Here’s a crash course on saving for college.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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