Broker Check

IT MAY BE TIME FOR A FINANCIAL CHECKUP

It’s never a bad time to speak with your financial advisor about changes in your situation.

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OUR MISSION

Andreasen Financial, LLC offers customized financial strategies to individuals and small businesses who appreciate professional advice, results-driven investment guidance, and exceptional service. Our long-lasting relationships are built on integrity and mutual trust.  As comprehensive wealth managers, we choreograph every aspect of your financial journey:

  • cash flow and debt management
  • retirement planning
  • financing college education
  • insurance and tax planning
  • portfolio management
  • business planning

In areas of specialized legal or tax advice, we partner with a select group of professionals who share our values and commitment to excellence.

BUILD THE RIGHT PORTFOLIO FOR YOU - WHAT'S YOUR RISK NUMBER?

Every client has unique expectations for their portfolio performance and perspective on market risk. That’s why risk tolerance assessments that are primarily based on age and timeline provide faulty results. Built on a Nobel Prize-winning framework, Riskalyze pinpoints the exact comfort zone for downside risk and potential upside gain, providing a tool for customized portfolio construction.


The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results of this tool may vary with each use and over time. Riskalyze is not affiliated with LPL Financial. 

OUR INDEPENDENCE

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OUR AFFILIATION  
 

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OUR PROCESS

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