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.
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.
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.
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 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
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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