Mark Alan Van Wagenen, ChFC®

Wealth Management Advisor

Our Commitment to You

Our clients enjoy the many benefits of having a clear vision of what is important to them both personally and financially.

As you engage in a planning relationship with us, we will first guide you thru a clarifying discovery process. This unique process will help you clearly define your Vision, Values, and Goals. With this clarity of purpose, we then design, build, and implement, a strategically integrated financial plan created just for you. Your unique plan will be your financial roadmap and will guide you along your journey.

We are committed to working together with you as you plan and live your life by design.                                                                                                    

                                                                                                                            

Your Life
               Your Goals

                               Your Plan

Elements to address within our planning process

Group health services are offered through independently owned and operated companies which offer access to comprehensive employee benefit services and not affiliated with, nor subsidiaries of The Northwestern Mutual Life Insurance Company.

Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.

Our Better Money Habits From COVID Are Slipping: Here’s What to Do About It

We help clients with these topics every day. Read more here.

How to Teach Children to Build Healthy Money and Credit Habits

Starting these types of money lessons early can help them establish a solid financial foundation. Read more here.

What Do Mortgage Lenders Look for in a Borrower?

If buying a home is on your list of goals, it helps to know what makes you attractive to a lender. Here are a few key factors.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.