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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Learn when it may not make sense to file a claim on your home insurance.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Retirees traveling abroad need to know that their health insurance travels with them.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Calculating your potential Social Security benefit is a three-step process.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you may need to save for retirement.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Investors seeking world investments can choose between global and international funds. What's the difference?
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There’s been a lot of talk about Tax Reform. What might it look like?
What is your plan for health care during retirement?