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.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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.