The Anderson Group

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The Anderson Group

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Our team is comprised of talented and experienced professionals committed to building strong client relationships based on trust and personalized service.

The Anderson Group

Welcome

Welcome to Merrill Lynch.  For our clients, we thank you for your trust and loyalty; we look forward to continuing to help you achieve your financial goals.  For prospective clients, thank you for taking a look; we would be honored to talk with you about our approach and your needs.

Professional Profile

The Anderson Group is a wealth management team serving select families, professionals, law firm partners, and business owners in the Kansas City area and across the country.  Using the sophisticated resources of Merrill Lynch, we provide investment management along with advice and guidance on a wide array of financial topics.  The “advice and guidance” duties are a critical aspect of helping our clients achieve their financial goals, and navigate life's financial complexities. To understand and achieve financial goals, we utilize a deliberate discovery process, and a consistent portfolio management and review process.  To help navigate financial complexities, we work with our clients in such areas as Social Security analysis, life insurance review and analysis, long-term care planning, IRA distributions, tax efficiency, estate planning considerations, and so forth.  These areas and more are part of the ongoing advice and guidance that we provide.

*Merrill Lynch does not provide tax or legal advice.

Approach

Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent and supported by experienced investment guidance.

We believe our clients realize the full value of our relationship, including:

  • helping you make significant decisions
  • recognizing your life priorities and goals
  • understanding your investment personality
  • helping you prioritize and pursue goals
  • being transparent by making possibilities, fees and risks clear
  • taking steps to help you preserve income during a life challenge
  • educating the younger generation about investments and the markets

Capabilities

Merrill Lynch is blessed with sophisticated tools, personnel, and investment strategies we leverage to support our efforts.  Using the broad investing resources of Merrill Lynch, we can:

  • Assist with income management
  • Education funding
  • Retirement planning
  • Guidance for executives with concentrated stock positions
  • Traditional and alternative investments
  • Wealth transfer and estate planning services

With your permission we can also work closely with your other professionals, such as attorneys, accountants and other specialists, to help you pursue your goals.

*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
 

While each client has unique needs, many of our clients fall into one of the following segments:

Life Transitions
Life Transitions include job changes, retirement, inheritance, divorce, loss of a spouse, or receipt of a financial windfall. These events require strategic financial decision-making, for which we are well-suited to provide assistance.  In many instances, the initial decisions as well as the ongoing guidance can provide an enormous difference in outcome, often a difference that extends to multiple generations.

Attorneys
For the past 10 years, a major focus of Clint's practice has been working with law firm partners.  Our law partner clients appreciate the experience and deep understanding of their unique financial situation.

Financial Professionals
Many of our clients are financial professionals who have a sophisticated understanding of financial markets.  This includes such professionals as CPAs, CFOs, private equity partners, investment bankers, and commercial bankers.  These professionals recognize the value of the time and tools we utilize for them.

Business Owners
Clint is one of a select group of Merrill Lynch advisors that have earned the designation of Retirement Accredited Financial Advisor (RAFA).  Focusing on defined contribution plans, we leverage the broad resources from across the firm and personalized service to focus on your plan goals and assist you in meeting your fiduciary requirements.  

We utilize our Advisor Alliance network for small business 401-k plans.  This network is a group of carefully selected third-party providers from which to choose competitive recordkeeping and plan administration services.

Services we offer business owners:

  • Employer sponsored retirement plan
  • Profit-sharing plans
  • Management of personal investment assets
  • Exit strategy planning and assistance through Merrill Lynch’s Private Sale Referral Network
  • Key employee insurance

Meet the Team

Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.

Preeti Lamba

Preeti Lamba

Wealth Management Banking Specialist

Daniel H Mandel

Daniel H Mandel

Trust Specialist

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • Manage account security with our customizable security capabilities such as touch id, one time passcode, and other security features
  • Access to your complete financial life is available with My Financial Picture, Merrill Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


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We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.





Transcript of Video 

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.