Our Retirement Planning Services
Our Retirement Planning Services
As an independent firm, we are committed to always working in the client’s best interest and doing our best to help them understand how their money is working for them.
Our Retirement Planning Services
Our Retirement Planning Services
As an independent firm, we are committed to always working in the client’s best interest and doing our best to help them understand how their money is working for them.
What We Have To Offer
At Wantje Financial, we understand each client is unique, which is why our one-on-one approach takes into account each client’s specific goals and objectives, allowing for a customized retirement income strategy. Once a strategy is developed, there is always flexibility to adjust if needs change.
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When you’re ready to learn more, call or click below to request your free, no obligation, Retirement Readiness Assessment. We’ll help you determine when you’ll be ready to retire. If we’re a good fit, we’ll help design and implement a customized Retirement Readiness Assessment for you.
Retirement Income Strategies
Retirement Income Strategies
Planning for retirement can be a complicated, intricate process. With so many important decisions to make and so many options available, it’s important you have a resource to try to guide you step-by-step along the way.
At Wantje Financial, I analyze your unique financial situation before developing strategies that could lead you to the retirement you’ve spent a lifetime building. Because I am not tied to one particular company or product, I offer an array of options for addressing your financial concerns and to try to help you achieve the retirement income goals you’ve set for yourself and your family. I am committed to sharing our knowledge and informing you on possible ways to reach your goals.
No matter what planning stage you’re at, Wantje Financial can try to help you make your retirement funds last. I have the knowledge and experience you can rely on to feel more confident, protected and prepared. I will always keep your best interests in mind and put you in control of your destiny.
Planning for retirement can be a complicated, intricate process. With so many important decisions to make and so many options available, it’s important you have a resource to try to guide you step-by-step along the way.
At Wantje Financial, I analyze your unique financial situation before developing strategies that could lead you to the retirement you’ve spent a lifetime building. Because I am not tied to one particular company or product, I offer an array of options for addressing your financial concerns and to try to help you achieve the retirement income goals you’ve set for yourself and your family. I am committed to sharing our knowledge and informing you on possible ways to reach your goals.
No matter what planning stage you’re at, Wantje Financial can try to help you make your retirement funds last. I have the knowledge and experience you can rely on to feel more confident, protected and prepared. I will always keep your best interests in mind and put you in control of your destiny.
Life Insurance
Life Insurance
Sometimes the unexpected happens. If and when it does, it’s best to be prepared. Life insurance can make life better for those left behind so they can cover funeral expenses, pay off debt, pay off a mortgage, fund an education, or simply have extra financial resources to make work optional or at least not worry about having enough money in the future.
Sometimes the unexpected happens. If and when it does, it’s best to be prepared. Life insurance can make life better for those left behind so they can cover funeral expenses, pay off debt, pay off a mortgage, fund an education, or simply have extra financial resources to make work optional or at least not worry about having enough money in the future.
Sometimes the unexpected happens. If and when it does, it’s best to be prepared. Life insurance can make life better for those left behind so they can cover funeral expenses, pay off debt, pay off a mortgage, fund an education, or simply have extra financial resources to make work optional or at least not worry about having enough money in the future.
Health Insurance
Health Insurance
Health insurance and associated health care costs have become a major line item in most American household budgets. The expenses of premiums, co-pays, prescription costs and durable medical equipment can add up over time especially as we age and live longer. It’s best to understand your options today to better plan for health care costs tomorrow when you could possibly be on a fixed retirement income.
Health insurance and associated health care costs have become a major line item in most American household budgets. The expenses of premiums, co-pays, prescription costs and durable medical equipment can add up over time especially as we age and live longer. It’s best to understand your options today to better plan for health care costs tomorrow when you could possibly be on a fixed retirement income.
Health insurance and associated health care costs have become a major line item in most American household budgets. The expenses of premiums, co-pays, prescription costs and durable medical equipment can add up over time especially as we age and live longer. It’s best to understand your options today to better plan for health care costs tomorrow when you could possibly be on a fixed retirement income.
Disability Insurance
Disability Insurance
Don’t let an injury, illness or accident sideline your finances or your budget. You can mitigate the risk with disability insurance and help replace a portion of your income that may be missed while you heal or recover. There are a variety of policies available. We can talk with you about your situation and find a policy that will adequately cover the “what ifs” in your life.
Don’t let an injury, illness or accident sideline your finances or your budget. You can mitigate the risk with disability insurance and help replace a portion of your income that may be missed while you heal or recover. There are a variety of policies available. We can talk with you about your situation and find a policy that will adequately cover the “what ifs” in your life.
Estate Preservation
Estate Preservation
My main goal is your main goal with estate preservation: to provide for your family, including spouse, children, grandchildren, parents and siblings. I help you to design a strategy that allows you to share your life’s successes with others during your lifetime and direct distribution after death.
I will work with you to prioritize the goals for your estate and customize a strategy to meet your long-term needs. Whether you are trying to minimize the impact of taxes or simply guarantee your heirs will receive what you have planned, Wantje Financial will work with you to execute the proper strategies
My main goal is your main goal with estate preservation: to provide for your family, including spouse, children, grandchildren, parents and siblings. I help you to design a strategy that allows you to share your life’s successes with others during your lifetime and direct distribution after death.
I will work with you to prioritize the goals for your estate and customize a strategy to meet your long-term needs. Whether you are trying to minimize the impact of taxes or simply guarantee your heirs will receive what you have planned, Wantje Financial will work with you to execute the proper strategies.
Long-Term Care Insurance
Long-Term Care Insurance
Long-term care (LTC) insurance covers a variety of services to help meet both the medical and non-medical need of people with a chronic illness or disability who cannot care for themselves for long periods of time.
By 2050, it’s estimated about 50 million older Americans will need long-term care. A study by the U.S. Department of Health and Human Services says 4 out of every 10 people who reach age 65 will enter a nursing home at some point in their lives. About 10 percent of the people who enter a nursing home will stay there five years or more.
I can help answer about LTC coverage for you and help identify needs. I'll cover the following during your initial, no-obligation consultation:
- Types of LTC coverage available
- Who in your family is likely to need LTC
- What to look for when buying LTC insurance
Long-term care (LTC) insurance covers a variety of services to help meet both the medical and non-medical need of people with a chronic illness or disability who cannot care for themselves for long periods of time.
By 2050, it’s estimated about 50 million older Americans will need long-term care. A study by the U.S. Department of Health and Human Services says 4 out of every 10 people who reach age 65 will enter a nursing home at some point in their lives. About 10 percent of the people who enter a nursing home will stay there five years or more.
I can help answer about LTC coverage for you and help identify needs. I'll cover the following during your initial, no-obligation consultation:
- Types of LTC coverage available
- Who in your family is likely to need LTC
- What to look for when buying LTC insurance
Let’s talk!
All Rights Reserved | Wantje Financial
This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation. Wantje Financial does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.
Licensed Insurance Professional. Respond and learn how insurance and fixed annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 21417 - 2021/10/5