Services We Offer:
OUR SERVICES
-
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
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.
-
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.