About Anderson Financial Group
From employee benefits to investment planning, we bring deep expertise across the full spectrum of insurance and financial services — all under one roof, from one trusted advisor.
What We Do
Anderson Financial Group was built to be a single point of contact for the financial and insurance needs of businesses and families. Rather than working with a different specialist for every need, our clients benefit from an advisor who understands the full picture — and how each piece connects to the others.
Our specialties span employee benefits, individual and family insurance, investment planning, and business owner solutions. Whether you're a small business owner setting up benefits for the first time, a family reviewing your coverage, or an executive planning for retirement, we have the expertise to guide you.
Every specialty we offer is backed by the same independent, discovery-first approach: we start by understanding your situation, shop the full market on your behalf, and present clear recommendations with no pressure.
"We don't just sell policies — we build long-term relationships and make sure our clients always have the right coverage as their lives and businesses evolve."
— Todd Anderson, Founder
Schedule an AppointmentAreas of Expertise
Each specialty is supported by deep market knowledge, independent carrier access, and a commitment to long-term client relationships.
We help businesses of all sizes design, manage, and communicate employee benefits packages that attract and retain great people — without the complexity.
From individual health plans to life insurance and long-term care, we help families build a protection strategy that fits their life and their budget.
Through our PCG (Personal Capital Group) process, we help individuals and families build and protect wealth with a disciplined, values-aligned investment strategy.
Business owners face unique financial planning challenges. We provide integrated solutions that protect your business, your employees, and your personal financial future.
Already have coverage or an investment plan in place? We offer a free, no-obligation second opinion review to make sure you're not overpaying or leaving gaps in your protection.
Our consultative wealth management process takes a holistic view of your financial picture — integrating insurance, investments, tax strategy, and estate planning into a unified plan.
"Whether you need benefits for two employees or a comprehensive wealth plan for your family, we have the expertise — and the independence — to get it right."
— Todd Anderson, Founder & Principal Advisor
Not Sure Where to Start?
Many of our clients come to us knowing they need help but unsure exactly where to begin. That's perfectly fine — it's what the initial consultation is for. We'll ask the right questions, listen carefully, and help you identify the areas where you have gaps or opportunities.
There's no obligation and no pressure. Just an honest conversation with an advisor who has been helping businesses and families for over 20 years.
Work With AFG
Contact us today to schedule a free consultation. We'll listen first, then recommend — and we'll be here long after the paperwork is signed.