About our President
Andy Anderson, MSFS -
Has been in the Financial Services Industry for 30 years. He works comprehensively with
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Our Associates
Hope Sevin-Has been in the Financial Services Industry for over 10 Years. Her experience in the Corporate...More
Serita Beaman, CPA - Graduated with a BBA in accounting. Serita Beaman has worked for the federal government...More
We work comprehensively with our clients in the area of wealth management.
13 wealth management issues:
| Investments | Insurance |
| Asset And Tax Allocation | Gifting During Life |
| Distribution of Wealth at Death | Durable Power of Attorney |
| Determining who is the Executor or Trustee | Liabilities |
| Business Succession | Charitable Giving During Your Lifetime |
| Charitable Inclinations | Titling of Assets |
| Qualified Retirement/Distribution Plan |
