Andrews Financial Service

At Andrews Financial Services, our mission is to help our valued clients attain maximum asset accumulation, income generation, and estate transfers by identifying and establishing goals, identifying potential problem areas, and proactively using an appropriate mixture of financial products and services to eliminate problems before they occur. We believe that "It is not what you see that hurts you, but that which you do not see."

At Andrews Financial Services, we take a comprehensive approach to financial planning, recognizing that every individual has unique goals, risk tolerance, and financial situations. Our team of experienced professionals is dedicated to providing creative alternatives to the problems created by success in both the business world and the professional arena.

Financial Planning Strategies

Our approach begins by helping you to crystallize your goals and discuss your concerns. Once we know what you want to accomplish, we help you prioritize these goals. We then gather all pertinent information, analyze data, and recommend appropriate pathways to your financial success. The most important aspect, however, is that we are available for periodic reviews. Tax laws are dynamic; they constantly change. Your personal situation will change. Your goals will be moving targets. We must be able to provide alternatives with adequate flexibility and latitude to accommodate these changes.

Portfolio Design and Product Recommendation

Portfolio design is a crucial step in the accumulation process. Asset allocation can be more critical in increasing your portfolio's potential return than either market timing or product selection. By responding to our investment questionnaire, we can design a Model Accumulation Portfolio System for you which will reflect your investment philosophy and tolerance, not someone else's. In determining which companies will provide the necessary financial products, we go through a similar process to make sure the investment goal of the product is consistent with your objectives. We add additional criteria in this selection process: financial strength and solvency of these companies.

Services Offered

Our comprehensive range of services includes:

• Long-Term Care Insurance: Protect your assets from the financial burden of long-term care expenses
• Life Insurance: Provide a safety net for your loved ones in the event of your passing
• Disability Income Insurance: Protect your income in the event of a disability
• 401(k) Information: Help you make informed decisions about your retirement savings
• Retirement Strategies: Develop a customized plan to ensure a secure retirement
• Estate Planning: Ensure the transfer of your estate to your loved ones
• Business Succession Strategies: Help you plan for the transition of your business

At Andrews Financial Services, we are committed to providing you with the guidance and expertise you need to achieve your financial goals. Contact us today to schedule a consultation and take the first step towards financial security.