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563.578.8076
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Financial Planning

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At Wegner Insurance Agency Inc., we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from Wegner Insurance Agency Inc., you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:
  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement
Our experts can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, Wegner Insurance Agency Inc. is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact Wegner Insurance Agency Inc. today to see how Financial Planning can help achieve your goals.

Our Location

Wegner Insurance Agency

103 West First St
Sumner, IA 50674
Main office: 563-578-8076
Fax: 563-578-5425

Office Hours:

Mon: 8:00 AM - 4:30 PM
Tues: 8:00 AM - 4:30 PM
Wed: 8:00 AM - 4:30 PM
Thurs: 8:00 AM - 4:30 PM
Fri: 8:00 AM - 4:30 PM
Sat: Closed
Sun: Closed

Our Providers

Testimonials

Wegner Insurance has helped protect many parts of our lives over the past 7 years, from when we started out as a newly married couple in a rental apartment, to later insuring our purchased home, our cars and our home-based and later off-site business. We love that they are Dave Ramsey endorsers and that is originally how we found them. Doyle takes time to come to our home when needed, and Carolyn and Karla are phenomenal with putting up with my multitude of questions every time our policy changes because we have added something, sold a vehicle, or just have questions in general. They take time to know about our family and truly care about us as clients. We highly recommend them to anyone looking for small-town business with any kind of coverage!
- Brittany Todd
Friendly and helpful staff who are always patient with all my questions. Excellent customer service!
- Tessa Willie
Wegner insurance is always top notch! Have a question or problem, just call! They will always help! Even Doyle came to my house on a Saturday, to discuss my farm and vehicle coverage, so I didn't have to take a day off work to go to their office! Glad I made the call to them when I was looking for coverage! Awesome people!
- Dale Degner