Services We Offer:

OUR SERVICES
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Individual & Family Trust Planning
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Planning for Disability & Long Term Care
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Estate Settlement Assistance
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Safe Money - Annuity Strategies
Additional Professional Services:
Wagner CPA Group
Over twenty years of experience in
accounting, tax, and consulting services
Wagner Wealth Management
Indiana Registered Investment Advisor
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Final Expense Insurance
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Asset Protection & Preservation
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Estate Tax Reduction or Elimination
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Wealth & Estate Transfer Planning
Legacy Estate Services LLC
is a full service, licensed insurance agency, working with a team of legal and financial professionals, that provide solutions to retirement and family protection planning.
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Financial Planning Association of Greater Indiana
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Risk Analysis & Management
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Investment Strategy
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Indiana State Teachers Retirement FPA Training
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Tax Preparation
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Tax Planning and Implementation Strategies
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Financial Planning
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Retirement Planning
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College and Wealth
Medicare Planning Assistance
Medical Plans Through Humana
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Our Medical Plans allow you to choose the combination of premium and deductible that works best for your budget.
Medicare Advantage
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Plans cover everything that Medicare Parts A & B cover, but offer a number of additional benefits, which often include prescription drug coverage.
Medicare Supplement Plans
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Adding the right Medicare Supplement Plan or Prescription Drug Plan helps pay some of the costs, not covered by Parts A & B.
Call Toll Free
1-855-209-3748
and ask to speak to a qualified Medicare specialist.

Our Medicare Specialist can help sort through all of the options that are available, so that you can make a more informed decision.