Schuster Anderson Wealth Advisors has a new location at 3008 W. Stolley Park Road in Grand Island.
They moved to their new location in December. The business started under the name Schuster Anderson Wealth Advisors in May of 2017 and continues to work with Principal Securities as their broker-dealer.
“We help clients with their financial needs,” Mike Schuster said.
He and Fritz Anderson own the firm. They focus on three areas: financial planning, investment management and business consulting services.
“In financial planning, we help our customers live the best lives that they can,” Schuster said. “We have a process we follow with our clients to help them build and implement their plan.”
He said they see where the client currently stands with their finances, help them set future goals and assess possible financial risks.
“That is the goal of our firm,” Schuster said. He said they couple investment managing with the financial planning.
“What makes us unique is our focus on financial planning,” Schuster said.
Associates at the firm have 93 years in total of financial experience. Schuster and Anderson have a combined 39 years of industry experience.
Schuster is a Grand Island native and a graduate of Grand Island Central Catholic High School. He is a U.S. Air Force veteran who attended Bellevue University and received a bachelor’s degree in business administration. He earned his master’s of business administration from the University of Nebraska. Active in various non-profit organizations in the community, Schuster and his wife, Michelle, have three children.
Anderson is a native of Loomis, where he grew up on the family farm. He is a veteran and attended Kearney State College (now UNK) where he earned his bachelor of science in business administration.
Active in the Grand Island community, Anderson has 22 years of experience in the financial industry.
Other members of the firm, include:
— Eric Hollister, financial adviser and relationship manager with 18 years of financial industry experience.
— Kelly Anderson, senior office administrator with 10 years of financial industry experience.
— Carol Sorensen, director of client services with 20 years of financial industry experience.
— Shelly Bartels, executive assistant.
— Lori Ott, associated office administrator.
As experienced financial advisers, Anderson said they help families and individuals with all of their financial affairs and not just investments.
“We assist as organizers of our client’s financial lives,” Anderson said.
Schuster said as their client’s financial adviser, they help with investment management and financial planning.
Schuster said they “don’t try to be a firm that will help you with your tax work and be your banker.”
Both Schuster and Anderson use the analogy of a coach when describing the services they provide to their clients.
Their motto is “Client-Centered Forward Thinking.’
“We have frequent contact with our customers,” Schuster said.
He said as a “holistic financial service firm, “we focus on all of your financial needs and not just your investments.”
They said their client services goals include:
— Making investing understandable.
— Customized financial plan.
— Concierge-level client service.
— Multigenerational planning.
— Unique business solutions.
— Provide a high sense of urgency.
— Return calls and emails promptly.
“We keep on top of an ever-evolving market for our clients, whether it’s the new tax law changes or regulatory reform,” Schuster said. “We can help coach people through market volatility. That is our job. Helping people live their best lives and helping clients understand the big picture of where they are at in their financial lives.”
For more information, visit their website at www.schusteranderson.com or call (308) 384-3302.