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Caring

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation.

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Independent

We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Teamwork

We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.

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Understanding Today's Financial Environment

Welcome, we are Anderson Team Financial, LLC, a financial organization in Phoenix, Arizona. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Kingswood U.S. was named to USA Today and Statista’s Best Financial Advisory Firms award list

Kingswood U.S. was named to USA Today and Statista’s Best Financial Advisory Firms award list

By now you have all seen the announcement that Kingswood U.S. was named to USA Today and Statista’s Best Financial Advisory Firms award list.

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The Fed and How It Got That Way

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Here is a quick history of the Federal Reserve and an overview of what it does.

What If Your Kids Decide Against College?

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

 

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

2026 Tax Law Changes

The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

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Find out how long it may take to pay off a credit card balance and what it costs in interest.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

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Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

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See how long a lump sum of savings could last based on your withdrawal rate and return.

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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