wiseradvisor


Chad Anderson
Anderson Wealth LLC

Tel: 480-206-2430
2500 S Power Rd Suite 223 BLDG 9
Mesa, AZ 85209
Anderson Wealth LLC | Financial Advisor in Mesa ,AZ

Helping clients achieve and protect their financial dreams


About Chad Anderson

My family and I are originally from North Dakota. Myself I grew up in the small town of Lamoure, ND. We've lived in Arizona for the past 18 years. I've been married to my wife Kelly for over 28 years and we have 3 grown sons. I started in the financial services industry in the late 90's and I have been helping clients plan and prepare for retirement for over 23 years. Today at Anderson Wealth we focus on our clients and what matters most to them. What makes us unique is we listen to our clients and provide solutions that work best for them, not for us. At Anderson Wealth our clients are friends not numbers. We specialize in retirement planning and tax -free wealth accumulation strategies with an emphasis on downside protection. As a financial advisor I've built a career and reputation of building long term relationships with my clients as their trusted financial expert.


About Anderson Wealth LLC

Anderson Wealth LLC is an independent financial services company. Our firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. Today's busy lifestyles and ever-changing financial marketplace it's more important than ever to work with a trusted and experienced financial professional. Chad Anderson and Anderson Wealth can provide the knowledge, experience, and the solutions to reach your financial goals. With over 23 years of financial planning experience, we understand the challenges our clients face and how to overcome them

Talk to an Advisor and GET ANSWERS   
      


General Information

Firm Start Year:   1922
Name of Broker/Dealer:   Cetera Advisors
Name of Custodial Firm:   Pershing LLC
Number of Years with Current Firm:   2
Advisory Services Provided:   Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses

Firm Information

Advisor's Number of Planning Clients:   N/A
Assets Managed by Advisor:   N/A

Education

Bachelors in Social Science Education  - Social Science   Valley City State University  - Valley City North Dakota
1989-1993

Financial Services

Financial Planning for Businesses

Many business owners we run into have been very busy in their business. They haven't had the time to sit down and look at financial planning strategies. Providing business owners with tax saving strategies as well as exit plans when it comes time to retire can be vital. Whether a business owner is looking for some tax saving solutions or they have finally decided to sell, Anderson Wealth can provide the strategies that best fit the client.

Financial Planning for Individuals

Most individuals want to be financially successful in their lives. Over time we may find ourselves with some substantial wealth but haven't taken the time to come up with a financial plan. We provide financial planning services for our clients that will give them a road map to provide them direction toward their retirement and financial goals.

Portfolio Management

Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

Retirement Planning

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.

401K Rollovers

What options and strategies are best for you? When it comes time for a job or career change it's important to know your options. What are the benefits of a 401k Rollover to you? Are there tax implications? What types of investments can I rollover into? These are just some of the questions and concerns clients have that we help them navigate.

Insurance Planning

Insurance planning is a major component in any financial or investment plan. Insurance can be something we put in place for risk management purposes, or it can also be used to build tax free wealth. With over 20 years of experience our clients have access to the most powerful tax free and risk management strategies available in the market today. We offer life, long term care, and disability insurance to our clients. Remember it's not what you do, it's how you do it that matters when it come to the success of insurance planning.

Annuities

Annuities are like cars, they come in different models and kinds. And like phones they have come a long way from what they use to be or what features they have. There is no perfect investment but when used in moderation for the right purpose an annuity can be a great fit. Anderson Wealth does offer fixed, fixed index and variable annuities.

Investment Advice & Management

What is best for a client based on their risk tolerance and objective? In today's market it can be very overwhelming is not impossible to know. In our process it's not only based on the objective of the client and risk tolerance, it's also important to know the client's investment experience. Just as important as achieving the client's goals is to make sure the client understands what their money is invested in and set the expectation of how certain investments work in different market conditions. From there we can provide the advice and investment that best fits our client and their financial goals.

Wealth Management

When it comes to wealth management it's not what you do as much as how you do it that matters. Experience matters when working with someone to build and protect your wealth. Wealth Management involves the building of a good plan with quality solutions. Then making sure you protect it with the available risk management tools and tax saving strategies.

Risk Management

Effective risk management for clients is essential for their financial plan. What are the risks to my estate and my family? How can I protect my life's work and at the same time make sure my family is protected? As part of your financial plan, risk management is incorporated to make sure we protect your legacy while you are here and beyond.

Money Management

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.


FAQs

What are your qualifications? What is your education background?

I have been a financial planner for over 23 years. I have my series 7, 63,65, and series 24. I'm currently registered in 9 states, and I have my insurance license in AZ, ND,MN, and NV.

How are you compensated? How will I pay for your services?

I currently have what is known as a hybrid practice. I don't charge for the initial consultation. I offer both fee as well as commission compensation for my clients. Based on the client's preference and the solution decided on for the client.

Will you be the only person working with me?

I will be the only advisor that will be working with you. I make that commitment to my clients that I'll be the advisor they will work with. I also have an office manager that does assist my clients and service their accounts, but she isn't licensed as a financial advisor.

Do you offer any guaranteed results?

Absolutely not.

SEE MORE  

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM
brokercheck

Nearby Financial Advisors View All Financial Advisors In Arizona