Our focus is you.
Meet the hearts and minds behind the scenes at Anderson Financial Solutions.
At Anderson Financial Solutions, we value our relationships highly and feel it is our responsibility to help you realize your insurance goals and assist you in pursuing your financial future.
Respect
We believe that to have a successful, professional business relationship with our clients, they need to be able to fully respect us, just as we respect them. That’s why we commit to building a relationship over time. We tell our clients, “Get comfortable with us, because we’ll be helping you with your strategies for a long time to come.”
Community
We’re in this together. No one is alone in the world; we have to rely on one another, for good or bad. We focus on sticking together. Clients and employees are treated like family in our organization.
Experience
For many years, we’ve worked in this industry, and we’ve seen it all, or nearly all. That means we have firsthand experience dealing with clients in many different types of situation.
Independence
We value our freedom. We’re not tied to the products or services as defined by some faceless conglomerate. We do have access to institutional-level products, but we’re empowered to work with you and in your best interest without interference from others.
Steadfast
We’re here. You know we will be here when you need us. You can depend on us to put your needs first, to follow up, and to help you through the wealth management and retirement income plan process.
Efficiency
Being in business for so many years has its perks. We’re dedicated to process so that we can execute on creating plans for clients quickly. We are, as the saying goes, a well-oiled machine.
Respect
We believe that to have a successful, professional business relationship with our clients, they need to be able to fully respect us, just as we respect them. That’s why we commit to building a relationship over time. We tell our clients, “Get comfortable with us, because we’ll be helping you with your strategies for a long time to come.”
Community
We’re in this together. No one is alone in the world; we have to rely on one another, for good or bad. We focus on sticking together. Clients and employees are treated like family in our organization.
Experience
For many years, we’ve worked in this industry, and we’ve seen it all, or nearly all. That means we have firsthand experience dealing with clients in many different types of situation.
Independence
We value our freedom. We’re not tied to the products or services as defined by some faceless conglomerate. We do have access to institutional-level products, but we’re empowered to work with you and in your best interest without interference from others.
Steadfast
We’re here. You know we will be here when you need us. You can depend on us to put your needs first, to follow up, and to help you through the wealth management and retirement income plan process.
Efficiency
Being in business for so many years has its perks. We’re dedicated to process so that we can execute on creating plans for clients quickly. We are, as the saying goes, a well-oiled machine.
Respect
We believe that to have a successful, professional business relationship with our clients, they need to be able to fully respect us, just as we respect them. That’s why we commit to building a relationship over time. We tell our clients, “Get comfortable with us, because we’ll be helping you with your strategies for a long time to come.”
Community
We’re in this together. No one is alone in the world; we have to rely on one another, for good or bad. We focus on sticking together. Clients and employees are treated like family in our organization.
Experience
For many years, we’ve worked in this industry, and we’ve seen it all, or nearly all. That means we have firsthand experience dealing with clients in many different types of situation.
Independence
We value our freedom. We’re not tied to the products or services as defined by some faceless conglomerate. We do have access to institutional-level products, but we’re empowered to work with you and in your best interest without interference from others.
Steadfast
We’re here. You know we will be here when you need us. You can depend on us to put your needs first, to follow up, and to help you through the wealth management and retirement income plan process.
Efficiency
Being in business for so many years has its perks. We’re dedicated to process so that we can execute on creating plans for clients quickly. We are, as the saying goes, a well-oiled machine.
Who are the faces behind Anderson Financial Solutions?
People and what they stand for define a place of work. That’s why we choose the most ethical, talented people we can find, and set them to work on our clients’ behalf. Meet them here.
Who are the faces behind Anderson Financial Solutions?
People and what they stand for define a place of work. That’s why we choose the most ethical, talented people we can find, and set them to work on our clients’ behalf. Meet them here.
People and what they stand for define a place of work. That’s why we choose the most ethical, talented people we can find, and set them to work on our clients’ behalf. Meet them here.
All products, coverages, and options are not available in all states, and eligibility requirements will apply. Products and services referenced in this website are provided through multiple companies. Each company has financial responsibility only for its own products and services and is not responsible for the products and services provided by the other companies.
There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.
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
Tax issues that may be discussed are subject to change and this is for your information only. Discussion of such issues does not constitute tax or legal advice. Please consult your tax advisor, attorney or CPA for guidance on all tax matters.
These brief descriptions of coverages available are for illustrative purposes only and are not intended as a statement of contract. For actual terms and conditions of coverage provided, refer to your insurance policy.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
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