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 Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Tax preparation may be the perfect time to give the household budget a check-up.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The federal government requires deceased individuals to file a final income tax return.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Using smart management to get more of what you want and free up assets to invest.
Learn about cyber liability insurance in this entertaining video.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
It's easy to let investments accumulate like old receipts in a junk drawer.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
You’ve made investments your whole life. Work with us to help make the most of them.