Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Wealth Management

As your financial advocate, we use fee based planning and  take the time to understand what you want out of life and how you feel about your wealth.  We will help guide you along your financial journey. 

We organize all your personal and family financial information in one place.   Our years of experience are coupled with a comprehensive approach and sophisticated technology.  We consolidate your information and present it in a way that is easy to understand and available any time, day or night.

Our wealth management system incorporates your web-based secure financial home page with your customized reports.  These include wealth projections, cash flow, and investment allocation.

 Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

• Investment management
• Retirement strategies 
• Estate conservation
• Insurance and annuity products
   

Why Use a Planner?

Planners are process driven not transaction driven. Our fee based process involves in depth initial meetings to understand your entire financial picture, not just your investments. We discuss what you are trying to accomplish during your lifetime and the legacy that you wish to leave. We create a financial roadmap for you and your family. The plans reflect what is most important to you and are customized for your individual goals. We review the plan on a regular basis to adjust for your changing situation.

Investment Discipline

Carol was a stockbroker in 1987 when the stock market dropped 500 points in one day. She was a planner in the 1999-2000 technology bubble when investing looked easy and no one thought that they needed advice.

Many people who did not have someone to remind them that they were in it for the long haul panicked during those times and got out only to regret it later. Trying to time the market is a poor investment strategy. Between the time period of 1986 to 2006, the S&P 500 returned an average 11.8% per year and the average stock fund investor got a rate of return of only 4.3%. Source: Dalbar, Inc.*
 
Unbiased Advice

We work in a highly regulated environment. At Anderson Wealth Advisors, we are committed to maintain the best practices for a professional planning company.

Our goal is to provide high quality independent advice. We are not obligated or given an incentive to use any particular proprietary investment or insurance offering. We use an open architecture system that can draw from a wide range of quality companies’ offerings.

  *Note: Past performance is no guarantee of future returns.