Index funds offer a stunning proposition. Based on the facts of the matter, they offer higher returns, lower fees, lower operating costs, lower taxes, lower risk of errors or blunders, and lower anxiety about errors and blunders.”

– Warren Buffett

Financial Planning Service(s)

Anders Wealth Management provides Fee-only financial planning and/or consulting services as designated by the client. Areas that may be addressed are: Investments, Retirement, Income Tax, Education, Cash Flow, Estate Planning, Stock Options, Risk Management, Business Planning, Charitable Giving, Home Purchase, Refinance and other Goals. General financial planning includes data gathering and goal setting, identification of strengths and areas of concern, and finally developing the plan considerations, which shall be discussed with the client. The fee for financial planning is determined by the complexities of the client’s financial situation. Planning fees commonly range from $3,000-$4,500. Clients will be provided with an estimate before commencing work. Fees are paid 50% at election of service, 50% upon completion of planning meetings.

Portfolio Management

After general financial planning has begun for a client, I employ portfolio management. This service includes meetings with the client, portfolio implementation, and access to Anders Wealth Management during the year for financial needs as clients bring them to our attention.

Socially Responsible Investing 

I provide this service for clients who wish to see their investments in more alignment with their values. I have access to funds that employ social screening, and I design Socially Responsible portfolios.