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124 N Main Street
Greeneville, TN 37743
(423) 281-0885
(888) 373-5093

The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

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.

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“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Planning for the Expected

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.


Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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