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AMANDA WHEELER INVESTMENT & RETIREMENT PLANNING

Building a path for your future
02731 State Route 15, Ste. B Bryan, OH  43506419-636-6000

Production Workers

Do you have financial questions you would like answered, for example:

  • How do I setup a budget?

  • What do I need to know about debt management? (Mortgage, Credit Cards, etc)

  • When should I start contributing to my 401(K) plan at work?

  • How should I be invested in my 401(K) plan at work?

  • When can I retire?

  • How much money do I need to retire?

  • Where will my retirement income come from?

  • When should I file for my social security?  What will I need when I file for social security?

  • Should I pay off my mortgage before retiring?

  • Should I purchase a newer vehicle before retiring?

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