Welcome to the Wagner Financial online resource
Led by Stephen H. Wagner CFP®, who has been assisting clients with their financial needs in Ventura County since 1979, we have an experienced and knowledgable team to assist businesses and families to have full financial confidence.
401k/Profit Sharing Assistance
Workshops and Education Seminars for your Group or Association
In addition to providing personalized financial strategies as well as world class one-on-one service, we provide our clients with access to informative financial content and useful tools which enable them to feel more confident about their financial stance now and in the future.
So please, take the time to browse the various articles, videos, and financial calculators that can aid you in understanding the sometimes confusing and turbulent economic times in which we live. When you’re ready, give our office a call to arrange a time to meet and personally review your financial and investment goals. Again, on behalf of all of us at Wagner Financial, thank you for giving us some of your time!
U.S. Personal Savings Rate
What can be learned from the savings rate?
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Ascertaining the value of your business is important for a variety of reasons.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Earnings season can move markets. What is it and why is it important?
Many Americans are operating their personal finances with only the barest minimum of knowledge.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Are you ready for retirement? Here are five words you should consider.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
There’s an alarming difference between perception and reality for current and future retirees.