Anderson & Associates
  • Home Page
  • About Us
    • Value Statement
    • Service Promise
    • Disclosure Documents
    • Community Service
  • Code of Ethics
  • Our Services
    • Investment Philosophy
  • Financial Planning
    • Financial Planning Benefits
    • Financial Planners
    • Financial Planning Process
    • Best Practices
    • Common Questions
    • Client Rights
    • Financial Professionals
    • Choosing A Planner
    • Choosing A CFP®
  • Calculator Tools
  • Contact Us
  • Q&A

If something happens to me, will my partner be able to care for me, inherit my assets and stay in our home?

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Anderson & Associates Financial, LLC offers Comprehensive Wealth Management Strategies to select clients. We are Investment Advisory Representatives of the Registered Investment Advisory Firm ETEXfinancial, Inc. Our risk management practice involves every facet of financial planning, including needs assessment, goal identification, risk tolerance analysis, development and implementation of investment strategies focused on wealth accumulation, current tax management and asset protection strategies.

Will my family be protected if something happened to me?

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How can I optimize my financial strategy for an early retirement?

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01

FINANCIAL PLANNING

Details of the financial planning process, what you need to know and client rights.
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02

CALCULATOR TOOLS

".Provided to you by the American Institute of Certified Public Accountants (AICPA) from "360 degrees of Financial Literacy".
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03

FINANCIAL QUESTIONS & ANSWERS

General questions and answers to your financial planning needs.

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CLICK TO LEARN MORE
  • Home Page
  • About Us
    • Value Statement
    • Service Promise
    • Disclosure Documents
    • Community Service
  • Code of Ethics
  • Our Services
    • Investment Philosophy
  • Financial Planning
    • Financial Planning Benefits
    • Financial Planners
    • Financial Planning Process
    • Best Practices
    • Common Questions
    • Client Rights
    • Financial Professionals
    • Choosing A Planner
    • Choosing A CFP®
  • Calculator Tools
  • Contact Us
  • Q&A