About Burt Anderson
I am dedicated to helping individuals and families create financial security, build wealth, and achieve their dreams through expert guidance and tailored financial strategies.
My vision is to empower my clients with knowledge and confidence, ensuring a future where financial freedom is not just a goal—but a reality.
My goal is to transform the way people think about money by providing education, smart financial planning, and personalized solutions. Whether it’s retirement planning, wealth building, or protecting what matters most, I’m here to help you take control of your financial future!
Meet the Team
The financial advisors and agents at LegacyOne each have different accreditations, backgrounds, focus areas, and experiences which they use collaboratively to help clients. We invite you to browse through these individual pages to learn more about each team member, their backgrounds, and their approach to their work. You can set up a virtual meeting with any of these advisors individually, or contact us to send us a message.
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Resource Library
We believe that you should understand one of the most important resources you have: your money. That’s why we provide these educational resources, and we invite you to read, watch, download, and learn about the basics of finance and retirement. Remember, we are here to help you develop and implement your own personalized financial and retirement plan. Please feel free to reach out if you have any questions, we would love to speak with you.
