Client Testimonials

In 1994 Dave Anderson helped me choose the best option for me when I started taking my social security benefits and taking withdrawals from my 401k.  Making the right choice saved me thousands of dollars.

Dan Auger- Retired state employee

I started working with Dave Anderson in 1996, I was so confused at all the choices I had to make before retiring.  Dave made complex strategies easy for me to understand.  I couldn’t be happier with him over the years. Take the time to meet with Dave.  Like me, you will be glad you did

Erika Blaser-Retired Teacher

My husband and I began working with Dave Anderson in 1995 soon after my husband retired as a state employee.  At the time there were many choices that needed to be made.  Dave too the time to help us pick the best options.  Dave has since become a close friend and confidant.  I recommend you take the time to meet with him.

N&M Sharples

I am happy to say that I was one of Dave Anderson’s first clients.  I began working with him in 1994.  My finances were a mess.  Dave took the time to help me organize my financial affairs.  I have worked with him ever since and I have referred him to my family and friends.  His honesty and integrity are impeccable.  I highly recommend him!

D. Winget

Being a single woman, I was overwhelmed by the thought of choosing when to receive my Social Security and how to withdraw money from my 401k.  Luckily Dave was there to guide me through the process.  I don’t know what I would have done without him.

Evelyn Irving-Retired Teacher

I first met Dave Anderson in 1995 after I retired.  I taught school for over 30 years.  He helped me maximize my social security and helped me choose the best way to withdraw money from my 401k.  I had no Idea how much I could have lost if I hadn’t met Dave.

Richard Landeen- Retired Teacher

Dave was a blessing for me.  I had no idea what was the best way to take money from my 401k.  He helped me so much

Harry Fletcher- Retired federal employee

I first met Dave Anderson in 1995 after I retired.  I taught school for over 30 years.  He helped me maximize my social security and helped me choose the best way to withdraw money from my 401k.  I had no Idea how much I could have lost if I hadn’t met Dave.

Richard Landeen- Retired Teacher