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

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According to a recent study from the Society of Actuaries Research Institute, about 64% of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, in a separate study from the National Institute on Retirement Security, more than two-thirds of Americans (67%) say the nation faces a retirement crisis, and more than half of Americans (56%) are concerned about achieving financial security in retirement.2

That’s where we come in.

At Andersen Wealth Management, we can offer you the following products and services:

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We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

Once we understand your financial situation, risk tolerance, and investment objectives, we can help you decide which types of products and services fit within your financial strategy.

Learn more about our meeting process and what to expect

Talk to one of our Financial Advisors.

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1Greenwald Research. Society of Actuaries Research Institute. February 2022. “2021 Retirement Risk Survey.” Accessed Aug. 3, 2022.

2The National Institute on Retirement Security. February 2021. “Retirement Insecurity 2021: Americans’ Views of Retirement.” Accessed Aug. 3, 2022.

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