Scott Andersen LPL Advisor

Scott Andersen LPL Advisor I assist individuals and business owner's with financial and goal planning. www.finra.org, www.sipc.org.

With over 18 years of experience, it has been my privilege to help my clients work towards achieving their financial goals. While today's financial markets are much different than those a generation ago, I pride myself in keeping in touch with the latest technology, ongoing research, and product variance so that my clients can optimize their investment strategy. Whether it be investing for retirem

ent, saving for college tuition, or just a need to generate other income to draw from, I can help you choose the right investment platform and help manage your assets. One of my biggest strength's has been to help explain how investments work, what to expect, and how your investments may react to different business cycles. I can also assist in building you a more tax-efficient portfolio, developing a retirement income distribution strategy, managing your stock portfolio or providing guidance on any other financial situations. With my spare time, I enjoy spending time with my family, working out, golfing, skiing and now enjoying my new hobby: koi keeping. Background:
Bachelor of Science in Business Finance and Insurance from CSUS
Over 18 years of experience
Series 7, 31 and 66 licensed
2014-2019 Sacramento Five Star Wealth Manager

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Chances are you may live much longer than you think. Are you prepared for that?
09/19/2024

Chances are you may live much longer than you think. Are you prepared for that?

Getting an Inheritance? Here Are 4 Things to Consider
01/09/2023

Getting an Inheritance? Here Are 4 Things to Consider

Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to keep in mind.

10 Ways Secure 2.0, Part of Spending Bill, Changes Retirement PlanningI'll be listening to a webinar later this morning ...
12/22/2022

10 Ways Secure 2.0, Part of Spending Bill, Changes Retirement Planning
I'll be listening to a webinar later this morning on this as there are some key details on how this should benefit savers in the years ahead. Check out section 126. I see a lot of value in that if passed.

Among them: an increase in the RMD age and 529 plan-to-Roth IRA rollovers.

I can offer and quote any type of insurance. The most important part is having a policy in place before a potential heal...
09/27/2022

I can offer and quote any type of insurance. The most important part is having a policy in place before a potential health problem prevents you from getting coverage.

If someone depends on you financially, you need life insurance!

09/21/2022

And I would add employer provided insurance only applies if you continue to stay employed through your employer to death. Most people don’t plan to work till death. Another reason to always have insurance separate from your employer.

09/18/2022

A short read.

Five Creative Ways To Use Life Insurance
03/17/2022

Five Creative Ways To Use Life Insurance

Those with high net worths should especially consider estate taxes owed upon death.

Annuity Payments Don’t Make Your Retirement: They Make It Better
03/07/2022

Annuity Payments Don’t Make Your Retirement: They Make It Better

Answers to frequently asked questions about how annuities work, what they can do for retirees, how they are taxed and how inflation affects them.

New Year, New Taxes: 2021 Tax Law Changes and Trends That Impact Your Tax Return
02/10/2022

New Year, New Taxes: 2021 Tax Law Changes and Trends That Impact Your Tax Return

The tax year 2021 filing season is here and in the wake of the pandemic, there are different forms of tax relief and provisions that were either extended, expanded, or are new this season. American…

Moved On From Your Job? Here’s What to Do With Your Old 401(k), and Why to Do It
02/03/2022

Moved On From Your Job? Here’s What to Do With Your Old 401(k), and Why to Do It

Financial pros say savers should generally roll over 401(k) and similar accounts from old employers into an individual retirement account. A Roth IRA conversion might also be something to consider.

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2998 Douglas Boulevard , Suite 320
Roseville, CA
95661

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Monday 6:30am - 4pm
Tuesday 6:30am - 4pm
Wednesday 6:30am - 4pm
Thursday 6:30am - 4pm
Friday 6:30am - 4pm

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