At Anderson Financial Solutions & Insurance Services, we provide assistance in the following areas:
Private Investments
- Brokerage Accounts*
- Mutual Funds*
- IRA’s – Traditional, ROTH, SEP and SIMPLE*
- Fixed and Variable Annuities*
- Savings Accounts, Money Market and CD’s*
- REIT – Real Estate Investment Trusts*
Financial Planning
- Financial Planning*
- Retirement Planning*
- 401(k) & 403(b) Planning*
- College Planning*
- Estate Planning*
- Business Planning
- Executive Benefits*
- Deferred Compensation*
- Profit Sharing Planning
- Key – Person Planning
- Buy – Sell Planning
Insurance
- Life Insurance, both Term and Permanent
- Long Term Care Insurance
- Disability Income Insurance
- Review Life / Disability Insurance Needs
- Life Insurance Policy Reviews
- Special Risk Insurance
- Policy Appraisal and Replacement Analysis
Employee Benefits
- Individual Health Insurance
- Group Health Insurance
- Group Disability Insurance
- Group Life Insurance
- Group Dental & Vision Insurance
- Group Pension and Retirement Plans
- Health Savings Accounts (HSA)
- Medicare Supplement Insurance
*Products and services are offered through SagePoint Financial
