Broker Check
A Bucket Plan to Go with Your Bucket List Safeguard Your Digital Estate The Richest Man in Babylon What Smart Investors Know

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 More

Independent

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

Learn More

Teamwork

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

Learn More

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.

Learn more

Helpful Content

Roth IRA for Kids

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

What Is My Current Net Worth?

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Annuity Comparison

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

 

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Life Insurance Myths: Debunked

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

View all articles arrow

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

View all calculators arrow

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

The Fed and How It Got That Way

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

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Dog Bites and Homeowners Insurance

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

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

View all videos arrow