Terry Anderson serves as an Independent Financial Advisor at Anderson Financial, a family-owned firm dedicated to empowering individuals and small businesses in their financial journeys. With a strong focus on retirement plan consulting and investment advisory services, Terry leverages his extensive expertise to guide clients...
Terry Anderson serves as an Independent Financial Advisor at Anderson Financial, a family-owned firm dedicated to empowering individuals and small businesses in their financial journeys. With a strong focus on retirement plan consulting and investment advisory services, Terry leverages his extensive expertise to guide clients through the complexities of qualified retirement plans, ensuring they make informed decisions that align with their long-term financial goals. His proficiency in executive benefit planning and Integrated Disability Management further enhances the comprehensive services offered by Anderson Financial, allowing clients to navigate the intricacies of their financial futures with confidence.
As a Certified Plan Financial Analyst® and an Accredited Investment Fiduciary Analyst (AIFA®), Terry is committed to upholding the highest standards of fiduciary responsibility, ensuring that clients' best interests are always prioritized. His role as a CEFEX Analyst underscores his dedication to transparency and accountability in investment practices. Additionally, his credentials as a Certified Employee Benefits Specialist (CEBS®) and Chartered Life Underwriter (CLU®) equip him with a robust understanding of the diverse financial needs of his clients, from retirement planning to asset allocation and beyond.
Currently, Terry is spearheading key projects that focus on enhancing retirement plan offerings and optimizing investment strategies for small businesses. His expertise in securities, 401(k) plans, mutual funds, and defined benefit plans positions him as a trusted advisor in the industry. Through his work, Terry Anderson is not only helping clients achieve financial freedom but also fostering a culture of informed decision-making that empowers individuals to take control of their financial destinies.
