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 is a fiduciary, fee-only wealth management firm. We work with individual and business investors who want to reach their goals. Our investment style is centered on building transparent, risk-adjusted portfolios by utilizing institutional and structured investment options in addition to the traditional asset allocation mix.

These are key areas we specialize in and where we can add exceptional value:

  • Maximizing Social Security
  • Reducing Taxes before and in Retirement
  • Principal Protection
  • Retirement Income Planning
  • Business Succession Planning
  • College Planning

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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