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Social Security Newsletter - Winter 2011
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THANK YOU!!!

We'd like to thank you for voting Hilliard Lyons among The Saginaw News Best of the Best.  Hilliard Lyons has had this honor three years in a row and we cannot thank you enough for putting your trust in us.


HILLIARD LYONS: A FIRM WITH MORE THAN 155 YEARS OF HISTORY

THE ANDERSON FINANCIAL GROUP: A TEAM WITH MORE THAN 65 YEARS OF COMBINED EXPERIENCE

Hilliard Lyons has a rich history of integrity, stability and growth.  In keeping with these traditional values, the team of professionals at The Anderson Financial Group of Hilliard Lyons offers:
     • outstanding investment and financial expertise, 
     • comprehensive understanding of today’s economic world; and
     • extraordinary customer service.

We pledge to help you identify your hopes, dreams, fears, wishes and desires in order to maximize your wealth and financial security with the utmost confidentially. 

Hilliard Lyons brings more than 155 years of money management experience to your portfolio; our personnel add value each step of the way.  The Anderson Financial Group is able to support you with virtually all of your wealth management needs.

Even if your financial position is such that it requires many levels of skill, we can help bring it all into focus by designing a single, comprehensive strategy.

The Anderson Financial Group is committed to helping you preserve and build wealth.  With an emphasis on financial planning and its implementation, we assist you with the organization, evaluation and management of your finances and provide customized advice to prepare you for retirement, business succession, trust and estate planning, education funding and more.

Basically, what we do for you is translate the language of finance and help interpret how world events impact your life.

We believe:

… in putting the best interest of the clients first.

… service excellence begins with communication, professionalism,
     skill and knowledge and ends with client satisfaction.

… investor personal psychology must play an important role in
     building client portfolios.

… no investment should be made until we fully understand the client’s
     hopes, dreams, wishes and desires.

… the traditional asset allocation models are ineffective in today’s
     world.

… that HOPE is not a strategy.


This is what makes us different:

Every effort by The Anderson Financial Group of Hilliard Lyons focuses on maximizing your wealth, security and privacy.  We do this through our core values of integrity, passion, diligence and vision.

Integrity 
          “adherence to moral and ethical principles; soundness of moral
           character; honesty”

Passion
          “a strong feeling of excitement for something or about doing
           something; boundless enthusiasm”

Diligence
          “attentive and persistent in doing anything; characterized by steady,
           earnest, and energetic effort;
conscientious; meticulous”

Vision
          “intelligent foresight; the act or power of anticipating that which will
           or may come to be”


This is why you should do business with us:

The complexities of building, preserving and passing along wealth have never been as great as they are today. Investors are increasingly seeking guidance and comprehensive solutions that consider their unique circumstances and long-term goals.

We interpret these complexities and leverage the many resources available at Hilliard Lyons for a truly personalized plan.

The Anderson Financial Group of Hilliard Lyons focuses on your future in a way that yields confidence and peace of mind.


©2012 HILLIARD LYONS. All Rights Reserved.02/05/2012

J.J.B. Hilliard, W.L. Lyons, LLC, member SIPC, FINRA, and NYSE, INC., provides securities products and services referenced on this site. The information on this site is not intended to be used as the primary basis of investment decisions. It is for informational purposes only and is not a representation by us or an offer or a solicitation of an offer to sell or buy any security. Furthermore, this site has been published in the United States for residents of the United States. It is not intended for use by or to provide information to investors outside of the United States. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For U.S. residents, services or products described may not be eligible for solicitation in your state. We invite you to contact us for further information. Copyright 2007 by J.J.B. Hilliard, W.L. Lyons, LLC, 500 W Jefferson Street, Louisville, KY 40202-2517, Tel. (800) 444.1854

Hilliard Lyons does not offer tax or legal advice. Please consult your tax advisor or attorney before making any decision that may affect your tax or legal situation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. 


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