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.
Learn MoreIndependent
We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Learn MoreTeamwork
We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.
Learn MoreUnderstanding 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
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.
Helpful Content
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
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IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
College Savings
See how much you may need to save now to cover future college costs for your child.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
When Markets React
When markets shift, experienced investors stick to their strategy.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Saving for College 101
Here's a crash course on saving for college.