FINANCIAL SERVICES
Planning With a Personal Touch
OUR PROCESS THE ANDERSON ADVISORS PLAN
We take pride in our actions. We believe that a client relationship is not only built on solid words and open communication but also on the actual work we do for you.
Intentional Care
From the very first meeting, we listen carefully — on a personal and financial level. We want to understand your assets and money situation, but most importantly, we want to know how you want to live in retirement. Your goals and dreams will drive us forward.
Expansive Resources
As an independent financial services firm, we can offer a larger variety of relevant resources when compared to national companies that are captive to their own products. This can help you find a strategy that is unique to your situation. We can help you create a plan based on the options available.
Worthwhile Experience
We can help you implement a plan and then monitor that plan as you begin living your retirement. We also understand that major life events can happen, both expected and unexpected. We can offer guidance in these moments that can impact your plans for your life and your money.
OUR Services
Unlike the working years, when you’ve likely drawn a regular paycheck, at retirement it’s time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won’t outlive? We can help.
We offer a suite of services to affluent clients who are looking for a holistic approach to their financial future, all in one place. We’ll help you with comprehensive guidance to help reach the goals and dreams you’ve been envisioning.
Annuities are financial tools that can help you create a stream of income that you can’t outlive. But today’s annuities aren’t like those of your parents or grandparents. There are many ways to tailor annuities to fit your needs. We’ll help you compare your options.
Whether you prefer to “set it and forget it,” or you want to more actively participate in your investments, we can help you design an investment strategy that matches your risk tolerance and goals. And we know that risk tolerance changes as life happens — so we plan for that, too.
We can help you evaluate your current IRAs and 401(k)s to determine if a rollover is appropriate for your situation. Whether you’re looking to access the tax-advantaged options a Roth IRA provides, to consolidate accounts or to explore other savings avenues, we can help.
We keep our eyes on the horizon so you can enjoy your retirement. We’ll design a strategy to help you minimize risk, including the risks of market loss, inflation or liquidity (not having cash accessible when you need it).
Life insurance can play an important role in an overall financial strategy — both to protect yourself and your loved ones should the unthinkable happen and in some cases to help preserve your assets for future generations.
Taxes can take a bigger bite out of your retirement income — or your legacy — than you may be expecting. We can help you develop tax-efficient strategies that fit your overall financial plan, so more of your hard-earned dollars go to you and your loved ones.
How you approach your financial planning today defines what your legacy to your loved ones will look like after you’re gone. We can help you understand and employ strategies to help ensure your assets are passed to those people or causes you love.
For retirees, outliving good health can be both a mental and financial blow. Accounting for future long-term care needs not only lifts a weight off your shoulders today but can help your loved ones breathe a sigh of relief down the road.
We can also refer you to professionals who provide the following services:
Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning
Anderson Advisors has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.