Our Services
At Anderson Wealth Planning we are committed to providing a personalized level of service. To make that possible, we will often ask a number of questions to understand a client's values, goals, and interests. We will then work with our team of strategic partners in areas such as estate planning and tax to develop customized financial plans.
Follow-through is of paramount importance with financial matters. This is why we schedule regular portfolio reviews with our clients and make ourselves available for questions as they arise.
What We Do
- Full Brokerage Services for stocks, bonds, mutual funds and variable annuities
- Multi-year Cash Flow Analysis
- Retirement Planning
- Education Funding
- Personal Budgeting
- Charitable Gift Planning
- Professional Management
- Investment Risk Tolerance Review
- Asset Allocation Strategies
- Implementation, Monitoring, & Reporting
- Capital gain/loss harvesting strategies
- Tax coordination and planning with your accountant
- Life
- Disability
- Long Term Care
- Property and Casualty
- Health
- Group Plans
- Optimization of Company Plans
- Stock Option Strategies
- Education and Awareness
- Review and Diagram Current Estate
- Establish Objectives and Priorities
- Design General Plan
- Prepare "What If" Scenarios
- Review Beneficiary Designations and Titling of Assets
- Review Objectives
- Analyze Available Resources
- Determine Appropriate College Savings Options
- Charitable Gift Strategies
- Endowment/Foundation Analysis
- Charitable Trusts
- Donor Advised Funds