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.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Understanding the value of a home warranty.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
How long does a $20 bill last?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Making the most of surprises is a great reason to work with us.
It's easy to let investments accumulate like old receipts in a junk drawer.
A bucket plan can help you be better prepared for a comfortable retirement.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.