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We Believe
  • in putting the best interest of the clients first.
  • service excellence begins with communication, professionalism, skill and knowledge and ends with client satisfaction.
  • investor personal psychology must play an important role in building client portfolios.
  • no investment should be made until we fully understand the client's hopes, dreams, wishes and desires.
  • the traditional asset allocation models are ineffective in today's world.
  • that HOPE is not a strategy.

This is what makes us different:

Every effort by The Anderson Financial Group of Hilliard Lyons focuses on maximizing your wealth, security and privacy.  We do this through our core values of integrity, passion, diligence and vision.

Integrity
     "adherence to moral and ethical principles; soundness of moral character; honesty"

Passion
    "a strong feeling of excitement for something or about doing something; boundless enthusiasm"

Diligence
    "attentive and persistent in doing anything; characterized by steady, earnest, and energetic effort; conscientious; meticulous"

Vision
    "intelligent foresight; the act or power of anticipating that which will or may come to be"

This is why you should do business with us:

The complexities of building, preserving and passing along wealth have never been as great as they are today. Investors are increasingly seeking guidance and comprehensive solutions that consider their unique circumstances and long-term goals.

We interpret these complexities and leverage the many resources available at Hilliard Lyons for a truly personalized plan.

The Anderson Financial Group of Hilliard Lyons focuses on your future in a way that yields confidence.

What We Do
The Anderson Financial Group is committed to helping you preserve and build wealth.  With an emphasis on financial planning and its implementation, we assist you with the organization, evaluation and management of your finances and provide customized advice to prepare you for retirement, business succession, trust and estate planning, education funding and more.

Hilliard Lyons brings more than a century and a half of money management experience to your portfolio; our personnel add value each step of the way.  The Anderson Financial Group is able to support you with virtually all of your wealth management needs.

Even if your financial position is such that it requires many levels of skill, we can help bring it all into focus by designing a single, comprehensive strategy.

Who We Work With

We work with people from all walks of life who want assistance with asset accumulation, distribution and/or preservation.

 

Individuals and couples of all ages, as well as businesses, are concerned about asset accumulation. We help you invest so you can prepare for:

  • Retirement
  • Education expenses
  • Long term health care needs
  • Lifestyle maintenance in future years
  • Travel and other hopes and dreams

 

When it is time for asset distribution, we work with your legal and tax professionals as you distribute income for:

  • Post-retirement expenses

  • Medical needs

  • Transfer of wealth to future generations

  • Charitable donations and bequests

  • Business ventures

  • Travel and other dreams

 

We help with personal or business cash flow management to utilize appropriate timing and source of distributions that will work best for you. For those in need of asset preservation, we help you protect:

  • Pension and retirement income
  • Inheritances or other asset windfalls
  • Family business through succession planning
  • Assets from large medical expenses

 

Through advanced risk management techniques, we assist you as you deal with the challenges of long term care, life insurances and inflation.

 

We help people just like you – individuals and couples, both young and old, as well as businesses and non-profit organizations, both new and established.

 

"We'll help you navigate the everchanging and increasingly complex world of financial planning."

How We Do It

The market place is dynamic, continually generating new constellations of opportunity and risk. Therefore, it is important to have proper guidance with your finances. 

In the ever changing and increasingly complex world, The Anderson Financial Group offers strategic investment service. Members of our team will:

• Identify your financial goals, time horizon and risk tolerance 

We listen before speaking to learn your hopes, dreams, fears, desires and wishes. If needed, we work with your tax or legal professionals to create a long-range plan for your unique needs and situation.

 Develop a strategy tailored to your comfort level utilizing advanced wealth and portfolio management techniques

We look at today's world – current events, politics, historical trends, economic environment – and interpret how it fits into your goals. Knowing there are multiple paths to the same destination, we develop investment options that fit your goals and level of risk tolerance.

• Communicate solutions in a logical and easily understood format

We show you how to structure investments and pursue expectations in a tax efficient manner, and we do it in a way you will understand.

• Tactically implement your plan 

As an employee-owned regional firm, we have vast resources of people, products and research to provide appropriate solutions that are completed in the most accurate and timely way to help you pursue your dreams.

 Monitor and evaluate progress, identify additional needs and modify asset allocation as required

Our relationship with you is ongoing and you can expect regular performance reports, account reviews, continuous automated account surveillance, as well as prompt response to inquiries.

We look forward to the opportunity to talk with you about any facet of your investment program. There is no charge or obligation for consultations. Initial appointments and follow-ups can be held at our office, your home or work location, or via telephone, whichever is most convenient.

We work with people from all walks of life who want assistance with asset accumulation, distribution and/or preservation.

Individuals and couples of all ages, as well as businesses, are concerned about asset accumulation. We help you invest so you can prepare for:

  • Retirement
  • Education expenses
  • Long term health care needs
  • Lifestyle maintenance in future years
  • Travel and other hopes and dreams

When it is time for asset distribution, we work with your legal and tax professionals as you distribute income for:

  • Post-retirement expenses
  • Medical needs
  • Transfer of wealth to future generations
  • Charitable donations and bequests
  • Business ventures
  • Travel and other dreams

We help with personal or business cash flow management to utilize appropriate timing and source of distributions that will work best for you. 

For those in need of asset preservation, we help you protect:

  • Pension and retirement income
  • Inheritances or other asset windfalls
  • Family businesses through succession planning

Through risk management techniques, we assist you as you deal with the challenges of long term care, life insurances and inflation.

We help people just like you – individuals and couples, both young and old, as well as businesses and non-profit organizations, both new and established.

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 Securities and Advisory Services offered by J. J. B. Hilliard, W.L. Lyons, LLC, A Registered Broker Dealer and Investment Advisor, Member NYSE / FINRA / SIPC. Trust Services are offered through Hilliard Lyons Trust Company, LLC, an affiliate of J. J. B. Hilliard, W.L. Lyons, LLC. Hilliard Lyons does not offer legal, accounting or tax advice. You should consult your own tax or legal counsel prior to making any decision that may affect your tax or legal situation. To understand how Hilliard Lyons is compensated for its services, please click here.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable-we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Third Party Web Sites – We may link to or provide access to other web sites or services from other companies or organizations. You agree that we are not responsible for, and do not control those web sites or services.
 


Check the background of this financial professional on FINRA's BrokerCheck.