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
9 Facts About Social Security
There are things about Social Security that might surprise you.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
How Families Can Build a Financially Informed Legacy
How Families Build a Financially Informed Legacy: From Wealth Creation to Stewardship Across Generations
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
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.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.