HILLIARD LYONS: A FIRM WITH OVER 150 YEARS OF HISTORY
THE ANDERSON FINANCIAL GROUP: A TEAM WITH OVER 55 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. The Anderson Financial Group has both a Certified Financial Planner™ and a Chartered Wealth Advisor® to serve you. 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 specialized training in the following areas:
Portfolio evaluation and asset allocation strategies
Estate planning and wealth transfer while minimizing taxation
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 expertise, we can help bring it all into focus by designing a single, comprehensive strategy.
THE ANDERSON FINANCIAL GROUP: A TEAM WITH OVER 55 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. The Anderson Financial Group has both a Certified Financial Planner™ and a Chartered Wealth Advisor® to serve you. 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 specialized training in the following areas:
Portfolio evaluation and asset allocation strategies
Estate planning and wealth transfer while minimizing taxation
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 expertise, we can help bring it all into focus by designing a single, comprehensive strategy.