Our Process

To help you achieve success, we provide a disciplined process through fee based planning to help you:

• Understand your current situation
• Identify gaps in your present plan
• Learn about opportunities that are available to you
• Discover a range of strategies and the impact on your plan
• Implement and monitor your new plan

Our primary goal is to clearly understand what is most important to you and to customize solutions for your individual situation.

We develop a model of your current plan including your:

• Net worth
• Cash flow
• Estate distribution
• Insurance protection
• Investment allocation.

We identify problems with your current plan and show you strategic ideas to guide towards your income, estate and charitable goals. We work with you to become an informed decision maker.

We work with your existing advisors including your attorney to make sure that your plan is coordinated. Part of our process is to establish a schedule to review and update your plan on a regular basis.

At Anderson Wealth Advisors, we help you to develop an investment policy statement* that spells out your risk tolerance, time frame, income needs and other goals. We will assist you to implement your plan utilizing a wide range of solutions including independent money managers, fee based investment accounts, mutual funds, annuities, stocks and bonds and non traded income producing real estate and oil and gas investments.

If you own real estate and are looking to sell or diversify your holdings, we have advisor relationships to help you to learn more about the tax and other benefits of exchanging your land or other current property for “like kind” real estate that is designed to help you receive income without hands on management.

Insurance services include life, disability, and long term care protection from a variety of quality carriers.

If philanthropy is an important aspect of your plan, we will explore alternative charitable ideas that can help you to leverage the tax and other advantages of giving. We will show you the cash flow, tax and other benefits of any charitable strategy that you are considering. We have relationships with independent administrators of donor advised funds and other charitable trusts that can help with the implementation and management of your charitable plan