Pittsburgh Retirement Income Planning Services



PROTECT ASSETS | MINIMIZE TAXES | MAXIMIZE INCOME

We specialize in helping clients reach their retirement income goals and preserve their assets.

 

Enjoy your hard-earned golden years with the help of Wantje Financial.

WANTJE FINANCIAL HAS BEEN FEATURED ON:

WANTJE FINANCIAL HAS BEEN FEATURED ON:

LAYING THE FOUNDATION FOR YOUR FINANCIAL FUTURE

We are financial advisors based in Canonsburg, PA serving the Greater Pittsburgh area. We specialize in helping people prepare for a sustainable and successful retirement by developing a retirement income plan they can rely on. You've worked hard to save and build for your retirement. Now let us help you build a sound strategy to help ensure you can live the retirement lifestyle you want.

LAYING THE FOUNDATION FOR YOUR FINANCIAL FUTURE

We are financial advisors based in Canonsburg, PA serving the Greater Pittsburgh area. We specialize in helping people prepare for a sustainable and successful retirement by developing a retirement income plan they can rely on. You've worked hard to save and build for your retirement. Now let us help you build a sound strategy to help ensure you can live the retirement lifestyle you want.

INDEPENDENT

We work for you. Not for some insurance or investment company.

NO HIDDEN FEES

We are fully transparent on how we are compensated.

EXPERIENCE

We bring more than 20 years in retirement planning experience to clients.

GIVING BACK

We believe in charity and giving back to our community.

INDEPENDENT

We work for you. Not for some insurance or investment company.

NO HIDDEN FEES

We are fully transparent on how we are compensated.

EXPERIENCE

We bring more than 20 years in retirement planning experience to clients.

GIVING BACK

We believe in charity and giving back to our community.

RETIREMENT PLANNING SERVICES

RETIREMENT INCOME PLANNING

LIFE INSURANCE

HEALTH INSURANCE

ESTATE PRESERVATION

DISABILITY INSURANCE

LONG-TERM CARE INSURANCE

We are a Pennsylvania-based licensed insurance firm specializing in helping clients prepare their retirement income strategy. Wantje Financial helps clients all over the U.S. with the following:

WORKING TOGETHER TO ACHIEVE YOUR FINANCIAL AND RETIREMENT GOALS

Wantje Financial's Process To Improve Retirement Success

01

Assess Needs & Goals

This is where we get to know each other to make sure we're a good fit and also to learn about your retirement goals.

02

Strategize & Plan

Based on your current needs and future goals, we'll create a comprehensive plan based on your personal situation.

03

Review & Finalize

We'll meet to review your plan, answer questions and make any necessary adjustments based on your feedback.

04

Implement & Monitor

We'll put our plan in place and meet regularly to assess and make any necessary changes.

Get Your Free Retirement Readiness Assessment →

WORKING TOGETHER TO ACHIEVE YOUR FINANCIAL AND RETIREMENT GOALS

Wantje Financial's Process To Improve Retirement Success

01

Assess Needs & Goals

This is where we get to know each other to make sure we're a good fit and also to learn about your retirement goals.

02

Strategize & Plan

Based on your current needs and future goals, we'll create a comprehensive plan based on your personal situation.

03

Review & Finalize

We'll meet to review your plan, answer questions and make any necessary adjustments based on your feedback.

04

Implement & Monitor

We'll put our plan in place and meet regularly to assess and make any necessary changes.

Get Your Free Retirement Readiness Assessment →

WORKING TOGETHER TO ACHIEVE YOUR FINANCIAL AND RETIREMENT GOALS

Wantje Financial's Process To Improve Retirement Success

01

Assess Needs & Goals

This is where we get to know each other to make sure we're a good fit and also to learn about your retirement goals.

02

Strategize & Plan

Based on your current needs and future goals, we'll create a comprehensive plan based on your personal situation.

03

Review & Finalize

We'll meet to review your plan, answer questions and make any necessary adjustments based on your feedback.

04

Implement & Monitor

We'll put our plan in place and meet regularly to assess and make any necessary changes.

Get Your Free Retirement Readiness Assessment →

Get access to Wantje Financial’s Retirement Cheat Sheet Library

  • 2022 Social Security Cheat Sheet
  • 2022 401(k) Rollover Cheat Sheet
  • 2022 Roth Conversions Cheat Sheet
  • 2022 Capital Gains Cheat Sheet
  • 2022 Taxes In Retirement Cheat Sheet

Retirement Cheat Sheets

Contact Us


(724) 597-2066

wantjeg@gmail.com

2400 Ansys Drive, Suite 102

Canonsburg, PA 15317

(724) 597-2066

wantjeg@gmail.com

2400 Ansys Drive, Suite 102, Canonsburg, PA 15317

Have a question? We are here to help. Send us a message and we’ll be in touch. 

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