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Our Approach

Client Centered

Retirement Planning

How much money will I need to retire? What’s the best way to pass money from one generation to another? Where will your retirement money come from?

If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

If you are close to retirement or just want to plan ahead, we can help create the plan that is right for you. Have you considered:

  • Where you plan to live
  • What lifestyle you will choose
  • How you visualize yourself in retirement

Together we will:

  • Assess your financial situation
  • Learn and understand retirement/pension plans
  • Define your goals
  • Evaluate current & future income needs
  • Identify and establish all income sources
  • Identify gaps in income and expenses
  • Develop a retirement savings plan
  • Determine tax consequences

Client Centered

College Planning

How are my kids going to pay for college?  How can I help with my grandchildren's future?

If you have children or grandchildren and want to help fund their college education, we can help you make that possible.

Together we will:

  • Review objectives
  • Analyze available resources
  • Determine appropriate college savings plan options

Providing for your child's college education may be one of the most significant investments you make.

Client Centered

Investment & Estate Planning

At Anderson Wealth Planning, Inc. we take a comprehensive approach to financial planning to help you maximize your assets and minimize your risk.  Whatever your goals and objectives, our team of financial professionals strives to incorporate all aspects of your financial situation to create a customized plan that will work for you. 

A properly structured estate plan allows you to choose beneficiaries, provide for the management of your assets and reduce or eliminate taxes. Have you considered:

  • How your assets will be dispersed to heirs
  • How to ease transfer of assets
  • Whether a trust is appropriate
  • Tax consequences to your family

We want to make sure that you, your spouse and your family are prepared for the future.