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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

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

 

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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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.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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