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

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



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.