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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

UNDERSTANDING SOCIAL SECURITY AND MEDICARE: AMERICA’S RETIREMENT SAFETY NET

Social Security and Medicare rules can be complex. To help maximize benefits, it pays to understand your options.

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FINANCIAL PLANNING: HELPING YOU SEE THE BIG PICTURE

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

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CONTACT US

Please feel free to contact us with any questions.

Contact Us

We specialize in retirement planning and asset management for 
production workers and their families throughout NW Ohio.

Bryan, Ohio Courthouse

"Building a path for your future" can be an overwhelming process full of temporary hurdles and obstacles along the way, but you don't have to face it alone. 

We can help you build a path to:

  • Pursue your financial goals

  • Create and grow wealth
  • Protect and preserve assets
  • Plan for tomorrow's retirement while enjoying life today
  • Invest in your child's education
  • Execute a sound financial plan

  Amanda Wheeler Investment & Retirement Planning, Ltd. is a committed company that can help guide you              through the steps to financial freedom.  

  For several years, Amanda Wheeler has helped individuals and families pursue their financial goals.

No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

This article explains newly implemented and upcoming tariffs and their potential economic impact.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Car Affordability

How much can you afford to pay for a car?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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