Anderson Wozny

Hi there 👋🏼 I’m Anderson, a financial advisor specializing in retirement planning, investment strategy, and helping clients avoid surprises like taxes, risks, or shortfalls in their financial plans. With over 30 years of industry experience, I prioritize listening carefully, asking the right questions, and guiding my clients to stay focused on what truly matters. My approach isn’t about impressing with complexity, instead, I focus on what’s effective, practical, and tailored to the unique needs of each client.‍