Our Services

A Comprehensive Suite of Support

Whether you’re thinking about buying a home, refinancing a mortgage, leasing or purchasing a vehicle, saving for retirement and your children’s education, or any of the financial concerns you face, Wagner Financial Services is here for you. We are your trusted and knowledgeable resource, and we can help you with any of the critically important questions that involve your money and financial future.

Our Process

Retirement Planning

We craft a comprehensive strategy that revolves around your aspirations and needs. We’ll help you plan for a retirement that becomes a robust and satisfying chapter in your life, providing security and fulfillment.

Our History

Financial Planning

We will build a personalized plan that aligns with your financial objectives and resonates with your values and goals. Our aim is to provide the security you seek and the confidence you deserve.

Our Values

Education Planning

We'll develop a strategy that helps secure your child's education expenses and integrates with your overall financial plan. We’ll help make sure your other goals aren’t jeopardized, including your retirement dreams.

Our Process

Estate Planning

Planning for the future doesn’t have to be a daunting task. We break down the estate planning process into action steps geared toward proper asset-planning in a simple way.

Our History

Insurance Planning

Let’s create an insurance strategy to help protect your overall financial plans, your way of life, and your ability to pursue your goals even when the unexpected happens.

Our Values

Tax Planning

Our combination of financial strategy skills and in-depth knowledge of the tax codes will help you minimize tax liabilities, maximize savings, and enable you to keep more of your hard-earned assets.

Make the Next Phase
Your Best Phase

Wagner Financial Services offers years of experience and an array of solutions to help you prepare for everything that comes next.

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