Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy.
To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.
Michael Andersen and his team of licensed financial advisors act as fiduciaries. A fiduciary in the financial advisory world is someone who puts the client’s interest first. While that may seem like commonsense, all too often it does not take place. Andersen Wealth Management’s advisors are licensed fiduciaries and are required by law to put the client first. As part of that commitment to our clients the firm regularly engages in educational and informative classes and seminars. A full listing of upcoming events can be found on our events tab.
At Andersen Wealth Management , we offer you the following services:
(Click the links below to learn more about each service)
In addition, we can refer you to professionals who provide the following services:
Retirement lifestyle is in your hands, but it will take planning to get you to where you want to be.
Hope is not a very reliable strategy, so if you want to own your future, you must begin to plan for retirement...today.
We want to help. Please contact us by filling out the form below, or by calling us at (410) 690-4894.
We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion we can place you on the path towards owning your tomorrows.
This helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your name and email address below to request your free copy.
Investment advisory services are offered through Michael Andersen Registered Investment Advisor, LLC d/b/a Andersen Wealth Management, a Maryland registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability.