- Tax PlanningOne of the more popular services at GRAnderson Wealth Management Group is the end-of-year tax planning that we provide in consultation for our clients. The tax returns that you or your accountant prepare in February, March or April are generally based on financial activity (e.g. income, capital gains) that you experience during the previous year. November and December are good months to take a critical look at how your portfolio has evolved, and whether you might need some adjustments before the year ends.
- Roth IRAThe easiest, most efficient way to handle a dormant 401(k) is to convert it to a traditional or Roth IRA. A GRAnderson Wealth Management Group financial advisor with expertise in retirement planning can explain the pros and cons, and help you make decisions that are right for you.
- Investment ManagementWhen GRAnderson Wealth Management Group helps its clients with their investment planning, the work involves more than just determining which investments might grow fastest under current and projected economic conditions. The investment planning process begins with a GRAnderson representative sitting down with you and learning your current financial situation, your goals, your timeline, your tax bracket AND your tolerance for investment risks.
- Mutual FundsAnderson received his master’s degree in financial services from The American College of Financial Services and his bachelor’s degree in business administration from Colorado College. He also holds the following official distinctions and designations: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and Chartered Mutual Fund Counselor (CMFC).
- Bonds
- Wealth ManagementThere are many kinds of “trusts,” including the most basic one that takes effect upon the death of the person who sets up the trust. A trust fund can be established – and activated – while the “trustor” is still living, and this type of trust is typically a tool used legally to minimize tax exposures. GRAnderson Wealth Management Group can explain to you all the different kinds of trusts, and all their implications.
- Accounting Services
- Financial PlanningWe specialize in investing and financial planning for individuals, business owners 401(k) plans, family trusts, pensions and profit-sharing plans
- Retirement PlanningGrand Turbo Moneycast takes the audience through the twists and turns of modern investment strategies, with cautions and tips along the way. The source of the expertise is Gregory Anderson of GRAnderson Wealth Management Group, who will talk at various times about any of the five pillars of healthy financial management: Investment, Retirement Planning, Estate Planning, Insurance and Tax Implications.