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Submitted URL: http://www.andersonfinancialstrategies.com/
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Submission: On October 31 via api from US — Scanned from DE
Effective URL: https://www.andersonfinancialstrategies.com/
Submission: On October 31 via api from US — Scanned from DE
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2500 Stratacache Tower Dayton, OH 45423 (937) 610-9388 info@andersonfinancialstrategies.com Secure Dropbox Menu * Home * About Us * Meet Our Team * Our Mission * What We Do * Our Services & Fees * Schedule A Meeting * Resource Center * Quarterly Playbooks * Get Started * Get Started Now * View Our Disclosure Documents * Contact Us * Client Logins Secure Dropbox PRIVATE WEALTH MANAGEMENT & RETIREMENT PLAN CONSULTANTS 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. Schedule a Meeting FINANCIAL STRATEGY IS COMPLICATED. WE'LL GET YOU ORGANIZED & FOCUSED ONE POINT OF CONTACT TO HELP YOU STAY ON THE RIGHT COURSE. OUR MISSION IS TO PROVIDE OUR CLIENTS WITH THE HIGHEST QUALITY FINANCIAL EXPERTISE ALONG WITH RAPIDLY RESPONSIVE SERVICE THROUGH AN HONEST RELATIONSHIP. 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. Our Mission Meet Our Team WE OFFER A DISTINCTIVE APPROACH FORWARD THINKING 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. MODERN TOOLS 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. CLEAR VISION & DIRECTION 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. 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. Read More 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. Read More THE TOP 5 FINANCIAL PLANNING CHALLENGES IN THE FIRST 10 YEARS OF RETIREMENT Asking the right questions about how you can save money for retirement without sacrificing your quality of life. READ More 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. Read More 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. Read More 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. Read More 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. Read More THE TOP 5 FINANCIAL PLANNING CHALLENGES IN THE FIRST 10 YEARS OF RETIREMENT Asking the right questions about how you can save money for retirement without sacrificing your quality of life. READ More 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. Read More 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. Read More 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. Read More GETTING STARTED IS EASY WHILE EVERY CONVERSATION IS DIFFERENT, BE PREPARED TO COVER SOME GENERAL INFORMATION AND GET A SENSE OF WHAT IT'S LIKE TO COLLABORATE WITH US. PARTNER WITH US TODAY TRUSTED. INDEPENDENT. CREDENTIALED. -------------------------------------------------------------------------------- SHON P. ANDERSON, M.B.A., CFP®, CFA President & Chief Wealth Strategist (937) 610-9388 (937) 523-0323 shon@andersonfinancialstrategies.com TIMOTHY R. BROWN, AIF Director - Retirement Plans (937) 331-8713 (937) 523-0323 Tim@andersonfinancialstrategies.com ALLISON SPROWL Wealth Management Analyst (937) 610-9388 (937) 523-0323 Analyst@AndersonFinancialStrategies.com RANDALL CARVER Relationship Manager 513-283-8009 937-523-0323 Randall@AndersonFinancialStrategies.com JESSICA ANDERSON, JD Consultant 937-610-9388 937-523-0323 Jessica@AndersonFinancialStrategies.com SARAH SCHWIETERMAN Wealth Strategy Associate 9376109388 9375230323 Sarah@AndersonFinancialStrategies.com CONTACT US TODAY TO SCHEDULE AN EXECUTIVE BRIEFING IN ORDER TO DISCUSS YOUR FINANCIAL STRATEGY NEEDS. Name Email Address Phone Question Send Thank you! Oops! CONTACT info@AndersonFinancialStrategies.com Toll Free: (855) AFS - 4545 Main Office: (937) 610 - 9388 Fax: (937) 523 - 0323 LOCATION 2500 Kettering Tower 40 N. Main St. Dayton, OH 45423 SUBSCRIBE TO OUR NEWSLETTER CONTACT Office: (937) 610-9388 Toll-Free: (855) AFS-4545 Fax: (937) 523-0323 2500 Stratacache Tower Dayton, OH 45423 Send an Email QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators * All Presentations 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. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2022 FMG Suite. There are no warranties implied. Anderson Financial Strategies, LLC is a registered investment adviser located in Dayton, Ohio. Anderson Financial Strategies, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Anderson Financial Strategies, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Anderson Financial Strategies, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Anderson Financial Strategies, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Anderson Financial Strategies, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Anderson Financial Strategies, LLC, please contact the state securities regulators for those states in which Anderson Financial Strategies, LLC maintains a registration filing. A copy of Anderson Financial Strategies, LLC’s current written disclosure statement discussing Anderson Financial Strategies, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Anderson Financial Strategies, LLC upon written request. Anderson Financial Strategies, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Anderson Financial Strategies, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.