As an independent financial advisor, Anders focuses on assisting individuals, families, and small business owners pursue their personal and financial goals by offering sound advice and providing the highest level of service.
He works with clients of all ages, but specializes in serving clients planning for and approaching retirement; assisting clients as they make the transition from a working life to retirement. Anders helps determine how to best take income from investments, pensions, and social security with focused attention on creating retirement income strategies.
Anders offers clients a broad range of financial services and investments products, which can be tailored to meet specific needs and objectives. He is committed to providing exceptional service and works closely and effectively with his clients. “I want to be the best I can be and I want to improve my clients’ lives” he says.
Clients include employees at a number of local and national corporations, non-profits, and government agencies such as the University of Cincinnati, Duke Energy, P&G, Springfield Township, and UC Early Learning Center to mention a few. Anders has been working as a financial advisor for more than 15 years, following a career in the hotel and restaurant business after graduating with a college degree in Hotel and Restaurant Management from SITC Tete-De-Ran Hotel Management School in Switzerland in 1991.
Anders currently serves as a member on the Stonelick Township Zoning Commission and as a board member for the Clermont County Housing Authority.
Anders currently resides in Milford with his wife, Karen. In his spare time, he enjoys spending time with friends and family and playing golf, basketball, and CrossFit. Anders is an avid wine collector and loves to travel.
For a complimentary, personalized and confidential review of your current financial situation and goals, contact Anders.