Home
About Us
Client Logins
Our Latest Thinking
Resources
Contact Us
BBB

Stay In The Know

Our Latest Thinking

Our Resources

nobutton

Quarterly Playbooks

Learn more

News Articles

Learn more

Our Values

nobutton

Get Access to Exclusive Content

This page is only available to members of our community. Join us today and get full access.

First Name

Last Name

Email

Address

Thank you! Oops!

Contact

Office: (937) 610-9388

Toll-Free: (855) AFS-4545

Fax: (937) 523-0323

2500 Kettering Tower

Dayton, OH 45423

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2019 FMG Suite.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of AZ, CO, FL, IN, OH, SC, VA.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

Advisory services offered through ANDERSON FINANCIAL STRATEGIES, LLC. Securities offered through: United Planners’ Financial Services of America Member FINRA/SIPC. ANDERSON FINANCIAL STRATEGIES, LLC and United Planners are not affiliated.