Our Philosophy | Anderson Financial Solutions

Our Philosophy

“Even if you’re on the right track, you’ll get run over if you just sit there.” —Will Rogers

Planning, not products.

We listen. Our philosophy is to focus on our clients’ goals and planning needs. We help our clients design and implement a written customized financial game plan designed to assist them. Once implemented, we continue to help our clients track their progress toward their goals.

We ask: What are your most important financial goals and are you on track to pursue those goals? Would an unexpected death, disability, illness, fire, or some other tragedy jeopardize those goals?

If you answer yes, we can talk with you about some options you might have.

“Even if you’re on the right track, you’ll get run over if you just sit there.” —Will Rogers

Planning, not products.

We ask: What are your most important financial goals and are you on track to pursue those goals? Would an unexpected death, disability, illness, fire, or some other tragedy jeopardize those goals?

If you answer yes, we can talk with you about some options you might have.

These financial plans are designed to help:

MANAGE RISK by protecting your loved ones, your income, your business and your most valuable assets.
INCREASE LIVABLE INCOME either today or during your retirement years by minimizing taxes, saving more, and retiring debt sooner.*
TRACK PROGRESS towards your goals. How can you win if you don't really know the score? Reviewing your written game-plan will help you keep your planning current and effective.
LEAVE A LEGACY. Estate (and Business Transition) planning are key goals for many of our clients.*

*Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.

These financial plans are designed to help:

MANAGE RISK by protecting your loved ones, your income, your business and your most valuable assets.
INCREASE LIVABLE INCOME either today or during your retirement years by minimizing taxes, saving more, and retiring debt sooner.*
TRACK PROGRESS towards your goals. How can you win if you don't really know the score? Reviewing your written game-plan will help you keep your planning current and effective.
LEAVE A LEGACY. Estate (and Business Transition) planning are key goals for many of our clients.*

*Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.

830.463.5113

randerson@smrone.com

206 S. King Street
Seguin, TX 78155

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Disability Income products and services are issued by Illinois Mutual Life Insurance Company, Peoria, Illinois.

Registered Representative of and securities offered through Securities Management & Research, Inc. (SM&R) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Anderson Financial Solutions, SM&R, and BFC Planning, Inc. are independent entities. 20068 - 2020/5/6

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