Services We Offer:

• Individual & Family Trust Planning

• Planning for Disability & Long Term Care

• Estate Settlement Assistance

• 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

• Final Expense Insurance

• Asset Protection & Preservation

• Estate Tax Reduction or Elimination

• Wealth & Estate Transfer Planning

• Financial Planning Association of Greater Indiana

• Risk Analysis & Management

• Investment Strategy

• Indiana State Teachers Retirement FPA Training

• Tax Preparation

• Tax Planning and Implementation Strategies

• Financial Planning

• Retirement Planning

• College and Wealth

Medicare Planning Assistance

Medical Plans Through Humana

• Our Medical Plans allow you to choose the combination of premium and deductible that works best for your budget.

Medicare Advantage

• 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

• 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.