Chad Anderson
Anderson Wealth LLC

Financial Services

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.

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.

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.

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.

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 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 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.

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.

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.

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.

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.