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 to Bake a Pie-R-A
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Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Tax-Saving Opportunities You Shouldn’t Overlook
Tax laws are constantly changing and it can be difficult to keep up with all the tax saving opportunities that exist.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
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Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
College Savings
See how much you may need to save now to cover future college costs for your child.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.