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
Helpful Content
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Saving for College 101
Here's a crash course on saving for college.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Debt Stress
There’s a link between debt and stress.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
How to Keep Your Retirement Savings Working for You
Preservation is about function, not just figures. Plan for retirement amid economic uncertainty to limit stress.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.