Broker Check

632 S. Federal Highway
Fort Lauderdale, FL 33301

Peter Anderson, CFP® MBA

(954) 984-3343

 
A New Way to Look at Your Bucket List 18 Years Worth of Days Bridging the Confidence Gap Saving for College 101


 



Financial Planning  

Welcome!  I’m Peter Anderson, a fee based financial planner in Fort Lauderdale, Florida. I understand that individuals face particular challenges as they go through life and plan for retirement. We can help take the uncertainty out of facing today and preparing for tomorrow.

Whether your objective is to grow your investments, save for retirement, or preserve your estate, our personalized services focus on your desires and needs.

My personal goal--my passion-- is to educate and empower my clients. I want them to take control of their financial destinies.  I can help you with immediate needs and I can enable you to address needs you will face tomorrow.  I look forward to working with you through all of life's stages.

Please call (954) 205-5009 to speak with me personally and to make an initial no obligation appointment to discuss how you may be able to take control of your financial life. 

Helpful Content

Should I Invest in Gold?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Four Great, Unexpected Places to Raise a Family

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

 

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

View all articles arrow

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Surprises

Making the most of surprises is a great reason to work with us.

View all videos arrow