Broker Check

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

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Helpful Content

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You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Does Your Portfolio Fit Your Retirement Lifestyle?

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Lifestyle considerations in creating your retirement portfolio.

 

Types of Stock Market Analysis

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How to risk-proof your small business.

Infographic: How to Talk to Millennials About Life Insurance

Only 23% of millennials say they understand term life insurance. Did you know that parents play a more significant role in planning with this generation, than any other?

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Whole Life Insurance Can Be an Asset For Balance

Learn how you can create a balance between growth and stability with whole life insurance.

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Use this calculator to estimate your capital gains tax.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Don't Myth Out on Whole Life

There are a lot of myths around whole life. Get the facts here.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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