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
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.