About

At Anderson Wealth Planning, we understand that you are not a number. We look at each of our clients individually and customize their financial plan according to their financial goals and objectives. Affiliating with an independent broker dealer (National Planning Corporation), allows us to choose from a wide variety of investments to ensure a properly diversified portfolio. We work with you to make sure each dynamic of your financial plan is covered, whether it's estate planning, taxes, portfolio management or legacy planning .