Picture a 5-star luxury resort. Lush greenery, scenic views, and top-notch customer service. Now picture a run-of-the mill roadside motel. A roadside motel probably isn’t going to be able to achieve a 5-star rating because … something’s missing. If you could rate your retirement plan, how many stars would it have?  

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

Disclosure: Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.

When building a house, you'd never start construction without a proper foundation. Yet surprisingly, some people approach retirement planning exactly that way - focusing on just one aspect while ignoring other crucial elements that help provide essential support and stability.

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

Disclosure: Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.

Thanks for joining us today! It’s easy to make assumptions about what goes into a legacy plan, but Michael will help make it clear for you as we dive into the basics of creating a lasting legacy for your family.  

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

Disclosure: Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.

Many of us spend decades preparing for retirement, diligently saving in our 401(k)s and watching our account balances grow. But as retirement approaches, a significant challenge emerges—how do you actually transform those savings into reliable monthly income? It's a shift from earning a paycheck to creating your own "retirement paycheck" that needs to last a lifetime.

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

Disclosure: Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.

Many people assume that their taxes will go down once they stop working. While this might be true for some of you, for many, taxes could actually become one of your biggest expenses in retirement.

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

Disclosure: Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.

We’re faced with questions every day. What’s for dinner? When’s the meeting? How was your day? These are questions that are – or should be – easy to answer, but when you’re starting to consider retirement, the questions can get a lot more complicated.

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

Disclosure: Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.

When we think about risks to retirement, it’s natural to focus on the big, dramatic market downturns—like those we’ve seen in the past and will undoubtedly face again in the future. But those aren’t the only threats. The looming possibility of higher taxes, persistent inflation, and other challenges all contribute to the very real fear of outliving your savings.

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

Disclosure: Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.

Many people spend decades building their retirement nest egg, only to discover that having substantial savings isn't enough. Just like a beautiful house needs a strong foundation to withstand storms, your retirement plan needs proper structuring to help preserve against the challenges ahead.

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

Disclosure: Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.

We've all experienced a series of unprecedented events in recent years, from a global pandemic and historic market crash to higher levels of interest rates, inflation, and global unrest. If you’re like many people, you might feel you have less control over your future. Now we’ll discuss what YOU can be doing – RIGHT NOW to help take back control of your financial future.

Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

Disclosure: Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.

If you’ve built wealth, do you know how to preserve it? Michael Andersen's here to share simple steps to help safeguard what you’ve worked so hard for and plan for the future.


Choose Top Certified Financial Advisor Planner | Salisbury Easton MD

Disclosure: Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.