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"
Click here for more information
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
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Historical Inflation
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What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Retirement Income and the Traditional Portfolio
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Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
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.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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A Bucket Plan to Go with Your Bucket List
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Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?