Welcome, I'm Chuck Wagner, a financial advisor in Greeneville, Tennessee. As Program Manager for Andrew Johnson Investment Services, we understand that individuals face unique challenges as they prepare for retirement as well as producing an income stream during retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses on your needs, wants, and financial goals and objectives.
Please call our office to learn more about how we can assist you in reaching your financial goals. We can be reached weekdays from 8:30 AM to 5:00 PM at (423) 281-0885.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
A letter of instruction provides additional and more personal information regarding your estate.
How to help determine life insurance needs to provide for your family after you pass away.
Purchasing homeowners insurance is critical for protecting your home.
What’s the deal with your yearly free credit report?
Federal estate taxes have long since been a lucrative source of funding for the federal government.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, cracking the code on bonds.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
You’ve made investments your whole life. Work with us to help make the most of them.
Around the country, attitudes about retirement are shifting.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Would you guess that Millennials are effectively saving for retirement? Well, they are.