William B. Anderson

William B. Anderson Email and Phone Number

Owner, Anderson Financial Services @
William B. Anderson's Location
Canterbury, New Hampshire, United States, United States
William B. Anderson's Contact Details

William B. Anderson work email

About William B. Anderson

I created Anderson Financial Services in Meredith, New Hampshire in 1976. In January 2010 I relocated my practice to historic Canterbury Center.I'm a Certified Financial Planner (CFP), a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU).I'm currently licensed to sell life insurance and annuities, as well as health, long-term care and disability insurance, in a number of states, including New Hampshire, Massachusetts, Maine, Vermont and Florida..My primary goal is to help individuals avoid making unnecessary "wealth transfers," which can amount to tens or even hundreds of thousands of dollars or more over the course of one's financial lifetime.Specialties: In addition to financial planning and insurance-related services, we specialize in:FINANCIAL PLANNING FOR COLLEGE: We provide free seminars and advice to help families reduce expected family tuition contributions.AVOIDING WEALTH TRANSFERS: We help clients avoid unnecessary "wealth transfers" such as interest on credit cards and auto loans, over-funded retirement plans and inappropriate home mortgage down payments and amortization periods.

William B. Anderson's Current Company Details
Anderson Financial Services

Anderson Financial Services

Owner, Anderson Financial Services
William B. Anderson Work Experience Details
  • Anderson Financial Services
    Owner
    Anderson Financial Services 1975 - Present
    We specialize in helping people avoid unnecessary "wealth transfers." People search for higher returns with their accumulated money in order to avoid a reduction in lifestyle. We enhance our clients' wealth accumulation by eliminating unnecessary wealth transfers such as interest on credit cards and auto loans. People also transfer wealth through improper use of over-funded retirement plans and inappropriate home mortgage amortization periods.

William B. Anderson Skills

Retirement Planning Strategic Financial Planning

William B. Anderson Education Details

  • University Of New Hampshire
    University Of New Hampshire
    Counseling & Personnel Services

Frequently Asked Questions about William B. Anderson

What company does William B. Anderson work for?

William B. Anderson works for Anderson Financial Services

What is William B. Anderson's role at the current company?

William B. Anderson's current role is Owner, Anderson Financial Services.

What is William B. Anderson's email address?

William B. Anderson's email address is wi****@****hoo.com

What schools did William B. Anderson attend?

William B. Anderson attended University Of New Hampshire.

What are some of William B. Anderson's interests?

William B. Anderson has interest in Bridge, Tennis, Golf, Theatre.

What skills is William B. Anderson known for?

William B. Anderson has skills like Retirement Planning, Strategic Financial Planning.

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