Join us for an upcoming event
Want to know more about us and how we can help?
We occasionally offer retirement planning workshops, seminars and webinars. Topics include Retirement Income Planning, Social Security and Tax Minimization Strategies. Click here to get on our event email list!
Join us for an upcoming event
Want to know more about us and how we can help?
We occasionally offer retirement planning workshops, seminars and webinars. Topics include Retirement Income Planning, Social Security and Tax Minimization Strategies. Click here to get on our event email list and be sure to check back for future events near you!
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