Wealth Consultant
Helping you strive for your financial goals is my number one priority. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment timeline and goals. We can start small or evaluate and build upon any existing financial plans. The result, will be a strategy designed to help you build, preserve, use and transfer assets in a more beneficial way. Periodically, we'll review your situation and adjust as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life. It's easy to get started. Please contact me for a no-cost, no-obligation consultation.
As a partner of HAPO Investment Services, I have a strong history of working with credit union members, their family and their friends. Specifically, we can make sure you have solid answers to these key questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child's or grandchild's education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
Career Highlights:
- Bachelor of Arts in Business Administration; University of Washington.
- 11 years of financial services experience.
Personal:
- I was raised in Richland, graduated Hanford High in 1997. Happily married to my wife Lisa, also a Hanford High Grad, for 16 years. We are avid animal lovers and have fostered over 40 dogs. When not working, I enjoy watching sports, golfing, traveling, cooking, and participating with multiple volunteer groups.
Professional Services:
- Retirement Planning
- Investment Management
- Tax-advantaged Investment Planning
- Life Insurance Planning
- Education Funding
- 401(k) Planning
- Retirement Income Planning
- Wealth Management
- Portfolio Management
- Comprehensive Financial Guidance
Contact:
David.Aanderud@cunamutual.com
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509-713-7870