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.

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

 

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