FINANCIAL PLANNING SERVICES
As a Certified Financial Planner™ professional I can assist you with retirement planning and insurance needs. Working as an independent broker I can individually tailor your needs to qualified products with dependable companies.
Each client’s financial needs are different, so with my diversified background and training I can provide you various services at one location. Payment for services is either based upon a fee or a commission, depending on your needs and objectives.
As a Certified Financial Planner™ professional I can assist you with retirement planning and insurance needs. Working as an independent broker I can individually tailor your needs to qualified products with dependable companies.
Each client’s financial needs are different, so with my diversified background and training I can provide you various services at one location. Payment for services is either based upon a fee or a commission, depending on your needs and objectives.
TESTIMONIAL
"I have had a couple of years' worth of tax issues to sort out and I went to Chuck Anderson for help.
He's wonderful, knowledgeable about tax requirements, fast with his delivery of solutions, and very
helpful in future planning. I have been very pleased with his work on my behalf!
I highly recommend Chuck Anderson Accounting to everyone!"
- Dianne S.
Hermosa Beach, CA
He's wonderful, knowledgeable about tax requirements, fast with his delivery of solutions, and very
helpful in future planning. I have been very pleased with his work on my behalf!
I highly recommend Chuck Anderson Accounting to everyone!"
- Dianne S.
Hermosa Beach, CA
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THE FINANCIAL PLANNING PROCESS
We will gather the data necessary for producing a reasonably accurate financial statement of your assets and liabilities. It also involves documenting some of your plans and dreams for the future. What would you like to do in the future? Is there a special trip or home in the mountains that you would like to buy? Do you plan on sending your children to college? Do you want to move to another state or sell some of your assets?
We will then analyze the data to determine the strengths and weaknesses of your current financial situation given what you would like to accomplish in the future. What are the areas that need to be addressed? Do you need to save more for retirement, need health insurance, long term care, or a college 529 savings plan? Maybe you just need a plan to pay down debt or reduce your expenses.
Now that we have gathered and analyzed the information, we are in a position to make recommendations to you. These recommendations will include how we can help you with these suggestions with our extensive professional contacts.
Once you review the recommendations, we can work with your current professionals to implement the plan of action.
Each year or on a periodic basis, we will need to revisit our assumptions, plans, and recommendations. Corrections and adjustments in the plan can be introduced at this point.
There are times when all that you need is to spend some time with us in a friendly visit over a cup of coffee–a complete plan is not always necessary. Instead, some hand holding and sage advice from an experienced professional is all that you need.
We will then analyze the data to determine the strengths and weaknesses of your current financial situation given what you would like to accomplish in the future. What are the areas that need to be addressed? Do you need to save more for retirement, need health insurance, long term care, or a college 529 savings plan? Maybe you just need a plan to pay down debt or reduce your expenses.
Now that we have gathered and analyzed the information, we are in a position to make recommendations to you. These recommendations will include how we can help you with these suggestions with our extensive professional contacts.
Once you review the recommendations, we can work with your current professionals to implement the plan of action.
Each year or on a periodic basis, we will need to revisit our assumptions, plans, and recommendations. Corrections and adjustments in the plan can be introduced at this point.
There are times when all that you need is to spend some time with us in a friendly visit over a cup of coffee–a complete plan is not always necessary. Instead, some hand holding and sage advice from an experienced professional is all that you need.
