How we are different
Lead advisor, Carol Anderson, has over 35 years of experience in the field and has developed a comprehensive approach to help you organize your financial details. Using sophisticated state-of-the-art secure planning technology, you will see and understand your financial big picture. Customized reports will show you cash flow, expenses, retirement, projected taxes and estate distribution any time day or night.
Once your goals have been established and you see where you are today, we will help you to implement customized tax beneficial investment and insurance strategies to suit your vision and objectives. Our team will help you execute a sound financial program unique to your situation.
Part of the process is helping you to coordinate our work with your other advisors, including your CPA and attorney.
A meeting schedule will be established to determine how often to meet to review your plan.
How we can help
We help you achieve your retirement, business succession, philanthropic and estate planning goals using a step-by-step process. Our process will educate and assists you in all areas of your financial life. We want to make sure that you feel confident about making smart financial decisions.
If you are charitably inclined, we show you how charitable planning can reduce your taxes, as well as achieve your charitable aspirations.