Financial Services

Every successful journey starts with prudent preparation and an effective travel plan. We help make sure you haven’t overlooked any key elements as you pursue your retirement destiny.

We Put You First

In our experiences with our clients and our own families, we see that many women think of everyone else before themselves, serving others as a spouse, a mother, a daughter, a sister or a friend. So often, their own needs are put on hold. At Andersen Wealth, we focus on making sure your financial needs are met, whether you are single, married or widowed, as you live your retirement life. So, if you have goals of leaving a legacy and helping others, we can help. If you seek personal purpose with a new hobby or travel adventure, we can help with that, too. It’s about building a retirement plan that is easy to understand, so you know exactly what you can do for yourself — and for the ones you love.

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The Andersen Wealth Process

Using our process, we develop strategies to help you in three key areas:

Put Your Assets to Work.

Our retirement income plans will help you confidently answer the question most often asked by those nearing or already in retirement: “Will I run out of money?” Strategies include annuities, investments, IRA/401(k) rollovers and other wealth management opportunities.

Preserve What Belongs to You.

As you near retirement, you transition from the accumulation phase to the protection phase. We help you minimize retirement risk by incorporating a variety of products and services, including life insurance, tax-efficient strategies, long-term care plans and IRA legacy planning.

Provide for Those You Love.

You can continue taking care of loved ones even after you’re gone. We partner with attorneys, tax professionals and others to help you create a legacy through a giving strategy that can include trusts, probate, charitable contributions, estate planning and more.

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to preservation of assets are not a guarantee or prediction of future performance.  Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 

 

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Your FRS Advocate

Our team knows the Florida Retirement System (FRS) and the Deferred Retirement Option Program (DROP). Andersen Wealth is an advisory council member of the DROP Advisory Council, where members are selected for their experience with FRS, DROP and the retirement field.

We want to help you navigate the details. When your DROP participation ends, our team can assist with pension options, health insurance choices, 457(b) and 403(b) plans, and sick pay accounts. We can also help you determine the amount of your FRS account and create retirement strategies around your valued nest egg.