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How we work with you
The market place is dynamic. It generates new constellations of opportunity and risk every year. Therefore, it is important to have proper guidance with your finances.
In the ever changing and increasingly complex world, the Anderson Financial Group offers strategic investment service. Members of our team will:
- Monitor your portfolio and keep you informed about its performance
- Track the economic trends that influence your portfolio’s value
- Make you aware of timely and profitable investment opportunities
- Help you navigate economic variations that can affect your assets
We also pledge to listen before speaking, and to put your portfolio on course toward its goal of achieving your objectives. The Anderson Financial Group of Hilliard Lyons will help guide you toward a secure retirement and financing of your children's education. We show each client in our care how to structure investments and pursue expectations in a tax advantageous manner. Along the way, we will synchronize proposals with the legal counsel and accounting professionals of your choice. All parties work toward a long-range plan for our unique needs and situation. Our every effort is to maximize your wealth, security and privacy.
95% of clients responding to our 2007 client satisfaction survey said they would recommend Hilliard Lyons to a friend or family member. We appreciate your trust and welcome any referrals you may make.
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J.J.B. Hilliard, W.L. Lyons, LLC, member SIPC, FINRA, and NYSE, INC., provides securities products and services referenced on this site. The information on this site is not intended to be used as the primary basis of investment decisions. It is for informational purposes only and is not a representation by us or an offer or a solicitation of an offer to sell or buy any security. Furthermore, this site has been published in the United States for residents of the United States. It is not intended for use by or to provide information to investors outside of the United States. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For U.S. residents, services or products described may not be eligible for solicitation in your state. We invite you to contact us for further information. Copyright 2007 by J.J.B. Hilliard, W.L. Lyons, LLC, 500 W Jefferson Street, Louisville, KY 40202-2517, Tel. (800) 444.1854
Hilliard Lyons does not offer tax or legal advice. Please consult your tax advisor or attorney before making any decision that may affect your tax or legal situation.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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