Services

David Anderson Financial Advisors, LLC is a Fee-Only financial planning firm headquartered in Liberty, Missouri.  We specialize in providing as-needed financial planning and advice to individuals and families, regardless of their net worth, income or investable assets.  As Fee-Only advisors, we work solely for our clients.  Because no commissions are ever received, all potential conflicts of interest regarding compensation are removed.

We work with people from all walks of life, providing Fee-Only financial planning and advice for everyday life.  Clients have the flexibility to engage us on either:  (1) one-time, (2) as-needed or (3) on-going basis.

You Don't Need a Fortune
Remember, you don’t have to have a fortune to start building one.  Today is always the best time to get started.  Whether you are building assets for the future—or seeking to protect, enjoy and pass on those you already have—David Anderson Financial Planning, LLC can help you along the way.

Your financial objectives may include:

• Ensure retirement income
• Minimize the effects of inflation
• Create and preserve personal wealth
• Maximize wealth transfer
• Establish charitable legacies
• Reduce the risk of financially devastating events
• Foster peace of mind through proper planning today

To help you reach these important goals, our services include:

• Personalized Financial Planning
• Retirement Planning Strategies
• Investment Planning
• College Funding Advice
• Insurance Planning
• Estate Planning
• Cash Flow Spending Plan