976 W Chandler Blvd
Chandler, AZ 85225
Phone: (480) 917-4256
Fax: (480) 855-6288
- financial planning
- retirement planning
- business retirement plans
- financial planner
Hours of OperationMonday - Friday 8 am - 6 pm
Saturdays By Appointment
Busy lifestyles and multiple priorities make successful financial planning more challenging than ever. In today’s complex and ever-changing financial marketplace, it’s important to take a team approach to achieving financial independence. When you partner with Chad Anderson and Western Investments, you create a powerful financial team.
With Chad’s knowledge and the experience of a full-service financial institution at your command, achieving financial independence can be more than just a dream. Chad is ready to help you turn your financial goals into a reality.
We feature a wide range of investment opportunities to meet your needs.
• Financial Planning
• Estate Planning
• Retirement Planning
• College Education Planning
• Portfolio Reviews
• Traditional & Roth IRAs
• IRA Rollovers
• 401K & Retirement Plan Rollovers
• Mutual Funds
• Real Estate Investment Trusts (REITS)
• Fixed & Variable Annuities
• Life & Disability Insurance
• Long-term Care Insurance
At Western Investments, we integrate five key areas of financial planning:
• Asset Protection & Risk Management: Including prior coverage of life insurance, disability and long-term care.
• Asset & Debt Management: Including cash flow analysis, saving and investment requirements and asset allocation.
• Income Tax Management of Investments: Including tax-managed, tax-efficient tax-deferred and tax-free investing. (ICA does not provide tax or legal advice).
• Retirement Planning & Management: Including helping to design retirement goals, strategies and allocation of resources, which include IRA and 401K design.
• Estate Management: Including business succession planning and efficient distribution of individuals’ assets to future generations and/or charities.
With your customized financial planning profile, Chad can help you determine where you are financially, analyze your needs and goals.
Investment Centers of America, Inc. (ICA), member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with Western State Bank or Western Investments. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are •not insured by the FDIC or any other Federal Government agency •not a deposit or other obligation of, or guaranteed by any bank or other affiliates •subject to risks including the possible loss of principal amount invested.