What We Do For You
The Andersen Group realizes their clients only have one life to live and work to help them make decisions to prioritize their goals and create an ideal lifestyle. It is from this vision that they have built strong relationships with their clients and their families. These relationships are built on trust and their client’s complete satisfaction as they provide quality service, advice and concern.
Lifestyle Management
- Net Worth Analysis
- Income Needs Analysis
- Automatic Required Minimum
- Distribution
- Saving Goals
- Education Goals
- Baird Online
- Cash Management
- Set Up Monthly Electronic Transfer
- Direct Deposit
- Platinum MasterCard®
- 24/7 Fraud Protection
- Baird pays Foreign Transaction Fees
- ATM Access Through MasterCard®
- Rebates for ATM Transaction Fees
- Free Checks
- Award Points
- Set Up Monthly Electronic Transfer
Asset Management
- Comprehensive Financial Plan
- Cash Flow Projection w/ Monte Carlo Analysis
- Annual Monitoring of Plan
- Cash Flow Projection w/ Monte Carlo Analysis
- External 401 (k)/403 (b) Asset Allocation Recommendation
- Tax Management Overlay Management
- Asset Overlay Management
- Total Return Strategy for your cash flow needs
- Asset Allocation Plan
- Rebalancing of Asset Allocation
- 529 Plans
- Alternatives
- Hedge Funds
- Managed Futures
- Private Equity
- Hedge Funds