HILLIARD LYONS: A FIRM WITH OVER 155 YEARS OF HISTORY
THE ANDERSON FINANCIAL GROUP: A TEAM WITH OVER 68 YEARS OF EXPERIENCE
The complexities of building, preserving and passing along wealth have never been as great as they are today. Investors are increasingly seeking guidance and comprehensive solutions that consider their unique circumstances and long-term goals. To better serve you, Steve has undertaken additional educational opportunities and has been a practicing Certified Financial Planner™ since 1987. Karen has also pursued additional educational opportunities and completed the Chartered Wealth Advisor® designation in 2005. We are skilled in recognizing and leveraging the many resources available at Hilliard Lyons, as well as those available through the collaboration with your CPA and attorney, for a truly integrated financial plan.
We are able to support you with virtually all of your wealth management needs, having training in the following areas:
Portfolio evaluation, asset allocation strategies, estate planning, wealth transfer charitable gifting strategies succession planning and the other needs of business owners retirement planning, risk management and insurance strategies.
Even if your financial position is such that it requires many levels of skill, we can help bring it all into focus by designing a single, comprehensive strategy.
THE ANDERSON FINANCIAL GROUP: A TEAM WITH OVER 68 YEARS OF EXPERIENCE
The complexities of building, preserving and passing along wealth have never been as great as they are today. Investors are increasingly seeking guidance and comprehensive solutions that consider their unique circumstances and long-term goals. To better serve you, Steve has undertaken additional educational opportunities and has been a practicing Certified Financial Planner™ since 1987. Karen has also pursued additional educational opportunities and completed the Chartered Wealth Advisor® designation in 2005. We are skilled in recognizing and leveraging the many resources available at Hilliard Lyons, as well as those available through the collaboration with your CPA and attorney, for a truly integrated financial plan.
We are able to support you with virtually all of your wealth management needs, having training in the following areas:
Portfolio evaluation, asset allocation strategies, estate planning, wealth transfer charitable gifting strategies succession planning and the other needs of business owners retirement planning, risk management and insurance strategies.
Even if your financial position is such that it requires many levels of skill, we can help bring it all into focus by designing a single, comprehensive strategy.