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.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Tips on insuring your teen driver.
What role would taxes play in your investment decisions?
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Learn when it may not make sense to file a claim on your home insurance.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Bucket lists don’t have to be for tomorrow.
Here’s a crash course on saving for college.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
You’ve made investments your whole life. Work with us to help make the most of them.
What are your options for investing in emerging markets?