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Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following programs and services:

  

  • Financial Planning* 
  • Retirement Planning*
  • Educational Planning 
  • Estate Planning
  • Mutual Funds*
  • Tax Preparation
  • Accounting

  

*These services are offered by Marc Wagner through his affiliation with Avantax Investment ServicesSM and Avantax Advisory ServicesSM.