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
The Business Cycle
How will you weather the ups and downs of the business cycle?
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Understanding how a stock works is key to understanding your investments.
Marriage changes everything, including your insurance needs.
It's important to understand the pros and cons when considering a prepaid debit card.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Currency has been around for a long time. Here’s a quick history lesson.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
If you died, what would happen to your email archives, social profiles and online accounts?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here is a quick history of the Federal Reserve and an overview of what it does.
What are your options for investing in emerging markets?
A bucket plan can help you be better prepared for a comfortable retirement.