2500 Stratacache Tower,
Our team of trusted, fiduciary, fee-only advisors deliver an unparalleled client experience. Whether you need retirement plan management for your company, responsive portfolio management or high-touch financial planning; our team of credentialed wealth specialists can help you create clarity and confidence for your business, family, and ultimately your legacy.
We honor our fiduciary duty above all, and practice full disclosure, due-diligence, and regular communication. As a client, you will be plugged into an "ecosystem" of financial advice that is designed to deliver confidence about your financial strategy.
Here at AFS, we take an innovative approach and deliver cutting edge financial strategies to our clients. We pride ourselves on being early adopters of industry best practices.
We blend leading-edge technology along with professional human advice to provide a premium experience. Taking advantage of modern tools allows us to spend more time with our clients.
Our clients count on us to help them "see through the noise" of today's distractions in order to stay focused on what's important. We have a defined process that we use to do just that.
4 Ways Business Owners Can Catch Up for Retirement in a Hurry
Being a business owner is no easy task. You’re responsible for every aspect of your business, making sure it runs smoothly. But at the same time, the reward of being able to direct and control your own environment, to make your life what you want it to be, is unparalleled. Here are a few ways to shift your focus and catch up for retirement in a hurry.
The Real Benefits of Diversification
Diversification can help you offset risk and reach your goals with an added level of confidence. You may already have a good understanding of diversification, but it’s important to review its importance and some examples to gain even more clarity.
Why We Chose to Go Independent
At Anderson Financial Strategies, we chose to become an independent firm because we are passionate about putting our clients at the center of all we do. As independent wealth managers and fiduciaries, we are held to the highest standard of care and will always work in the interest of our clients.
You've Inherited Money, Now What Should You Do?
As with any sudden windfall, sometimes people don’t know how to properly manage the inheritance they have received. In worst-case scenarios, the inheritance is blown in just a few years or even months—sometimes leaving the inheritor in more debt as a result of overspending.
The Top 5 Financial Planning Challenges in the First 10 Years of Retirement
President & Chief Wealth Strategist
Director - Retirement Plans
Wealth Management Analyst
Wealth Strategy Advisor
Wealth Strategy Associate
info@AndersonFinancialStrategies.com Toll Free: (855) AFS - 4545 Main Office: (937) 610 - 9388 Fax: (937) 523 - 0323
2500 Stratacache Tower 40 N. Main St. Dayton, OH 45423