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Helping You Meet
Your Financial Needs

Is Our Priority.

Talk to one of our Financial Advisors.

No Cost. No Obligation.

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Whether you are getting ready to retire or already enjoying retirement, our team of professionals at Andersen Wealth Management can help you determine a strategy that may be appropriate for your financial situation.

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

0%

of Americans report losing sleep thinking about retirement.

0%

of Americans believe that they have enough money for their retirement.

0%

of Americans are guessing at how much money they need for retirement

Meet the Andersen Team

Our team of dedicated professionals works hard to bring our clients financial solutions that are designed to protect, preserve and grow their assets throughout their retirement.

When it comes to retirement planning it is easy to lose your sense of direction. The AWM Process was created to help set you on a clear path to your financial aspirations. Learn more about our process and discover what it means to have a personal financial guide working with you to help you make the strongest financial decisions for you and your loved ones.

If you imagine it.
We can help you achieve it.

If you realize you may well live into your 80s or 90s, you know you may need help to develop a real strategy for 20 or more retirement years. Please allow us to present the ways you can own all your tomorrows by attending an upcoming complimentary dinner or college-style seminar.

Seating is Limited.
Reserve Your Place Today!

Event Information:

  • Tue
    14
    Jan
    2020

    01/14/20 - Educational Seminar

    6:30 pmRuth's Chris Steak House | 11501 Maid at Arms Way, Berlin, MD 21811

    Join us on January 14th!

    Financial professional Michael Andersen will share information you need to hear if you have any questions about your retirement strategy (or lack thereof).

     YOU’LL LEARN:

    • Strategies to help ensure you don’t outlive your money
    • What you need to know about legacy planning (so your loved ones aren’t subjected to unexpected costly legal obstacles)
    • Ways to help ensure stock market volatility won’t affect your retirement nest egg
    • And MORE!

    Enter your information below to register:

VIEW FULL EVENTS SCHEDULE

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Have Questions for
Andersen Wealth Management?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.


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Four Ways You Can Avoid Retirement Tax Surprises

According to Nationwide Retirement Institute, nearly half of retirees wish they had been better prepared for the taxes they would pay in their retirement years. In fact, a full 25 percent reported paying thousands more than expected. These surprise expenses can be frustrating at best and downright painful at worst, and they’re getting more and more common as retirees rely on tax-deferred options like 401(k) accounts.

Read More...