Emil J. Wansa, NSSA, CLTC, LTCP, FRC, Senior Financial Concierge

CEO / President at Financial Education & Designs

Naples, Florida

Quick Answer

Emil J. Wansa, NSSA, CLTC, LTCP, FRC, Senior Financial Concierge, CEO / President, is a licensed independent financial professional at Financial Education & Designs in Naples, Florida with 52+ years of experience. Specializing in Tax Planning, Estate Planning, Social Security Planning. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact Emil J. Wansa, NSSA, CLTC, LTCP, FRC, Senior Financial Concierge in Naples, Florida

Phone: 913-449-4804 / 239-300-3852

Email: [email protected]

Website: https://www.emil-wansa.com/

Areas of Expertise in Naples, Florida

Tax PlanningEstate PlanningSocial Security PlanningRetirement Income PlanningLong Term Care PlanningLong-Term CareFederal EmployeesWealth ManagementPension PlanningCollege Savings PlanningAnnuitiesFixed AnnuitiesIndexed AnnuitiesLife Insurance

About Emil J. Wansa, NSSA, CLTC, LTCP, FRC, Senior Financial Concierge — Naples, Florida

Licensed Independent Financial Professional · 52+ Years Experience · SafeMoney Certified™

Over 50 Years of Financial Excellence With over 50 years of financial experience working with individuals and small companies across a myriad of financial services, Emil J. Wansa brings unparalleled expertise to every client relationship. Since 1974, Emil has been serving his communities by providing meaningful, high-quality service and solutions. Professional DesignationsEmil has earned these prestigious professional credentials: NSSA - National Social Security AdvisorCLTC - Certified Long-Term CareLTCP - Long-Term Care ProfessionalFRC - Federal Retirement ConsultantSenior Financial Concierge Fixed Index Annuity ExpertiseEmil has been offering and educating consumers on fixed index annuities since 1995—over 29 years of specialized experience. Understanding that there are eight distinct types of annuities, Emil emphasizes the importance of awareness, education, and proper implementation to ensure clients receive the right annuity solution for their unique situation. Personalized Servic...

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Frequently Asked Questions About Emil J. Wansa, NSSA, CLTC, LTCP, FRC, Senior Financial Concierge & Financial Advisors in Naples, Florida

What services does Emil J. Wansa, NSSA, CLTC, LTCP, FRC, Senior Financial Concierge offer?

Emil J. Wansa, NSSA, CLTC, LTCP, FRC, Senior Financial Concierge at Financial Education & Designs offers Tax Planning, Estate Planning, Social Security Planning in Naples, Florida. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

Why work with an independent financial advisor?

Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.

Is Emil J. Wansa, NSSA, CLTC, LTCP, FRC, Senior Financial Concierge SafeMoney Certified?

Yes, Emil J. Wansa, NSSA, CLTC, LTCP, FRC, Senior Financial Concierge is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.

What should I expect in my first meeting?

Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.