Wagner, Livock & Associates Financial Services Inc.

Comprehensive range of asset management services and strategies designed to help you optimize your investments and meet your financial goals. Assess your personal and family tax situation and incorporate proven tax-minimization strategies into your financial plan and investment portfolios. Comprehensive six-step process designed to maximize the value of your financial resources and illustrating the sustainable roadmap to meeting your retirement goals. Illustration and projections of tax liability and distribution of assets, ensuring your wishes are respected and followed in a tax-efficient...