HAWAII   |   PENNSYLVANIA   |   KENTUCKY


INVESTMENTS   |    INSURANCE   RETIREMENT PLANNING


 

 

At Anderson Wealth Planning, we understand that you are not a number.  We look at each of our clients individually and customize their financial plan according to their financial goals and objectives.  Affiliating with an independent broker dealer (National Planning Corporation), allows us to choose from a wide variety of investments to ensure a properly diversified portfolio.  We work with you to make sure each dynamic of your financial plan is covered, whether it's estate planning, taxes, portfolio management or legacy planning 

 

Helping our clients achieve what they want for their families has been our focus for the past 30 years. Perhaps it's time to throw out your notions of what you can talk about with a Financial Advisor.  At Anderson Wealth Planning, we can help you navigate tough family issues that may affect everything from your cash flow and investment choices to your estate plan.  

 

In times of volatility, a discussion about the market can give you confidence you're making sound financial decisions, not emotional ones.  As an Anderson Wealth Planning client, you can speak with an experienced advisor who will listen to your needs and goals, and will offer strategies in language that you understand.  So come talk with us, and we'll help you get started on the road to financial independence.

 

*Diversification cannot ensure a profit or protect against a loss.