Our Services

Anderson & Associates at Focus Financial is committed to delivering excellent service and advice to each individual client. This is accomplished by building a foundation of personalized financial planning that supports independent wealth management strategies tailored to each client. Additionally, the team provides ongoing management and portfolio reviews, health insurance, and asset presentation strategies.

Focus Financial is one of the nation’s largest, non-proprietary advisory firms with more than $3.8 billion in assets under management, and over 100 financial advisors. We have been ranked as one of the Twin City area’s Top 50 Asset Management Firms* and one of the Top 10 Certified Financial Planning Firms** by The Minneapolis/St. Paul Business Journal.

*Ranking is based on total assets under management for the firm.
**Third-party rankings and recognitions are not guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

 

Phase 1– Discover Your Needs

  • Discuss personal and financial goals
    • What are your concerns?
    • What are your dreams?
  • Review current financial picture
  • Provide an overview of opportunities and how we can help you
  • Outline next steps


Phase 2– Create Your Financial Plan

Approximately 2-4 weeks are needed for data research, organization and input of financial information for your custom plan.  

  • Discuss preliminary findings and crystallize short, medium and long-range goals and objectives
  • Determine your risk tolerance
  • Finalize goals and projections to create an accurate path to reach your goals


Phase 3– Put Your Plan Into Action

  • Deliver and explain financial analysis and plan
  • Review implementation needed to achieve your goals
  • Allocate resources toward specific goals and complete paperwork


Phase 4– On-Going Review & Management

  • Develop long-term business relationship
  • Meet at least once a year for an overall review of your complete financial picture
  • Review action list and financial plan to ensure we are on track