Services

We're at your service.

We’re at your service.

We’re independent. That means we can tailor our products and services to your needs.

We’re independent. That means we can tailor our products and services to your needs.

Not all wealth managers are free to put their clients’ best interests first. Some are captive to big conglomerates. We’re not. We treasure our independence at Anderson Financial Solutions. We value it because we know it allows us to create plans that are custom designed for whatever the people we serve need most.

Financial Planning & Wealth Management

Let us prove our dedication as a firm with experience.

You can’t get to your destination if you don’t have a map. That’s true generally but it also works as a metaphor for your financial life.


When we sit down with you, we ask, “Where do you want to go?” That’s the most important question we ask. It tells us where you are in your life. It lets us know, “Are they trying to accumulate wealth or distribute it throughout their retirement?” It tells us your risk tolerances.


Once we know your goals, and we know what state your finances are in currently, we can create a plan for you and present our recommendations. There’s rarely one way to get from Point A to Point B. We provide you with the pros and cons for scenarios; we help you make a comprehensive wealth management plan. Once you’ve heard our proposals, you make the final decision on what we put into practice, together.


We don’t disappear. Once we have your plan, we’ll continue to help you stick to it, and if the need arises, we’ll help you reevaluate your needs. We’re an independent firm—that means you’re never alone. We’re always here to put your best interests first.

¹ Markowitz, 1952; Sharpe, 1964; Brinson, Hood & Beebower, 1986; Brinson, Singer & Beebower, 1991; Ibbotson & Kaplan, 2000.


² Akhilesh Ganti, “Asset Class Definition,” Investopedia, accessed February 27, 2020, https://www.investopedia.com/terms/a/assetclasses.asp.

Financial Planning & Wealth Management

Let us prove our dedication as a firm with experience.

You can’t get to your destination if you don’t have a map. That’s true generally but it also works as a metaphor for your financial life.


When we sit down with you, we ask, “Where do you want to go?” That’s the most important question we ask. It tells us where you are in your life. It lets us know, “Are they trying to accumulate wealth or distribute it throughout their retirement?” It tells us your risk tolerances.


Once we know your goals, and we know what state your finances are in currently, we can create a plan for you and present our recommendations. There’s rarely one way to get from Point A to Point B. We provide you with the pros and cons for scenarios; we help you make a comprehensive wealth management plan. Once you’ve heard our proposals, you make the final decision on what we put into practice, together.


We don’t disappear. Once we have your plan, we’ll continue to help you stick to it, and if the need arises, we’ll help you reevaluate your needs. We’re an independent firm—that means you’re never alone. We’re always here to put your best interests first.

At the same time, you might not always be able to make a map alone, and we think investing advice still means something to clients—and we personally believe advisers do add value to plans and portfolios. Nothing can protect an individual completely from market volatility, but we align our clients’ portfolios with their risk tolerances to ensure that they’re comfortable with their wealth management choices. It’s all about listening, planning, executing, and monitoring the plan we have in place in partnership with the people we serve.


Once we understand a situation, we can begin to construct a plan, using different asset classes and instruments, products and services, to deliver a holistic strategy.


What we recommend to a client depends on that client’s specific, individual needs. There is no such thing as a one-size-fits-all approach in wealth management.


Financial Organization

“Getting your house in order and reducing the confusion gives you more control over your life. Personal organization somehow releases or frees you to operate more efficiently.” ~ Larry King

Retirement Income Planning

Are you sure you won’t outlive your retirement income?

No two careers follow the same trajectory. Following that, no two retirements are quite the same, either. Everyone will have different goals, needs, and strategies.


We take the time to listen to your needs and formulate a plan to take you from the accumulation phase of your life to the distribution phase. According to one study, 43% of people in America aren’t afraid of being bored, unable to travel, or dying in retirement—their #1 fear is outliving their money.¹ That number jumps to 60% when you look at Baby Boomers. These fears, according to the data, are justified: People in their 50s have only saved an average of $117,000 for retirement. Experts say a “healthy” retirement savings account would have something like six times a person’s current salary.¹ This disparity, to say the least, is striking.

¹ Catey Hill, “Older People Fear This More than Death,” MarketWatch, accessed July 24, 2019, https://www.marketwatch.com/story/older-people-fear-this-more-than-death-2016-07-18.

Retirement Income Planning

Are you sure you won’t outlive your retirement income?

No two careers follow the same trajectory. Following that, no two retirements are quite the same, either. Everyone will have different goals, needs, and strategies.


We take the time to listen to your needs and formulate a plan to take you from the accumulation phase of your life to the distribution phase. According to one study, 43% of people in America aren’t afraid of being bored, unable to travel, or dying in retirement—their #1 fear is outliving their money.¹ That number jumps to 60% when you look at Baby Boomers. These fears, according to the data, are justified: People in their 50s have only saved an average of $117,000 for retirement. Experts say a “healthy” retirement savings account would have something like six times a person’s current salary.¹ This disparity, to say the least, is striking.

Whatever your plan, and whatever your retirement goals, our firm could help you put together a retirement income plan. We’re ready to listen; we’re ready to lend our experience.

¹ Catey Hill, “Older People Fear This More than Death,” MarketWatch, accessed July 24, 2019, https://www.marketwatch.com/story/older-people-fear-this-more-than-death-2016-07-18.

Legacy Planning

Leave a legacy for your family and community.

Legacy planning can be an emotional and complex series of decisions. Whether you want to leave your assets to your heirs or charity or want to develop a succession plan for your business, we can help you design a strategy that allows you to share your life’s successes with others while also leaving a legacy for those you love.


You don’t need to be wealthy to take advantage of some of the legacy planning options available today. For example, trust funds are not only for the super-rich. You need to get comfortable with terminology like Power of Attorney, Payable on Death (POD) and Transfer on Death (TOD), and Next of Kin. When it comes to all of these techniques, you might need estate planners and attorneys to help you navigate the complicated rules around estate planning. 

¹ “Estate Planning,” Investopedia, accessed February 27, 2020, https://www.investopedia.com/estate-planning-4427729.

Legacy Planning

Leave a legacy for your family and community.

Legacy planning can be an emotional and complex series of decisions. Whether you want to leave your assets to your heirs or charity or want to develop a succession plan for your business, we can help you design a strategy that allows you to share your life’s successes with others while also leaving a legacy for those you love.


You don’t need to be wealthy to take advantage of some of the legacy planning options available today. For example, trust funds are not only for the super-rich. You need to get comfortable with terminology like Power of Attorney, Payable on Death (POD) and Transfer on Death (TOD), and Next of Kin. When it comes to all of these techniques, you might need estate planners and attorneys to help you navigate the complicated rules around estate planning. 

Call us today to ask how we could help you with your estate planning needs.

¹ “Estate Planning,” Investopedia, accessed February 27, 2020, https://www.investopedia.com/estate-planning-4427729.

Long-Term Care

Do you have insurance for long-term care?

Not everyone has savings to cover the cost of nursing-home care, home-health care, or personal or adult care for people ages 65 and up. Some people fear facing a debilitating or chronic condition in retirement that depletes their savings and affects their legacy plans for their family. 


One option these people might have is “long-term care” insurance. Such policies offer more flexibility and options than public state or federal programs in the U.S.¹ People who have long-term care insurance, sometimes known as LTC insurance, have options when it comes to covering the high cost of this kind of facilities.

¹ Julia Kagan, “Long-Term Care (LTC) Insurance,” Investopedia, accessed March 9, 2020, https://www.investopedia.com/terms/l/ltcinsurance.asp.

Long-Term Care

Do you have insurance for long-term care?

Not everyone has savings to cover the cost of nursing-home care, home-health care, or personal or adult care for people ages 65 and up. Some people fear facing a debilitating or chronic condition in retirement that depletes their savings and affects their legacy plans for their family. 


One option these people might have is “long-term care” insurance. Such policies offer more flexibility and options than public state or federal programs in the U.S.¹ People who have long-term care insurance, sometimes known as LTC insurance, have options when it comes to covering the high cost of this kind of facilities.

Nursing facilities charge, on average, $150 to $300 a day, or $80,000 a year.¹ Three visits per week from custodial or home care visits can run more than $9,000 a year.¹ Many LTC policies offer a dollar-per-day arrangement for time spent in a nursing facility (or for in-home visits). Professionals often suggest shopping for LTC insurance between the ages of 45 and 55. This is a strategy to attempt to defray those costs in retirement.


There may be tax deductible elements, business deductions, or other benefits to having LTC insurance as part of your comprehensive retirement income plan. You might not have to rely on your children for money, for example. You can’t know what will apply to your situation unless you speak with a financial adviser.

¹ Julia Kagan, “Long-Term Care (LTC) Insurance,” Investopedia, accessed March 9, 2020, https://www.investopedia.com/terms/l/ltcinsurance.asp.

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