Financial Services

Kelsey Anderson

Your Path to Financial Freedom Starts Here.

About Us

Kelsey Anderson

Hi, I’m Kelsey Anderson

I’m a licensed agent and an independent professional partnered with Experior Financial Group. With a strong background in the healthcare industry and a passion for helping others, I’ve dedicated my career to assisting families and individuals in building secure and prosperous futures.

As a mom, I deeply understand the importance of protecting what matters most while preparing for life’s uncertainties. That’s why I work closely with my clients to craft personalized solutions tailored to their unique needs and goals.

I specialize in services such as retirement preparation, life insurance, critical illness coverage, disability insurance, savings strategies, and debt management. My approach is rooted in trust, transparency, and a genuine commitment to helping you achieve peace of mind for you and your family.

Let’s connect to discuss how I can support your journey toward financial security and lasting success.

~ Kelsey Anderson

Solutions

Debt

Get out of debt years faster, potentially saving you thousands of dollars in interest and shaving years off your Mortgage and Debt payments.

Savings Plan

Set up proper saving plans for retirement, education and future goals.

Insurance

Help you review your insurance needs including establishing proper coverage amounts and potentially lowering your costs significantly.

Let’s Start Building Your Financial Future

WHAT WE DO

My Commitment to Your Success

My success comes from creating customized solutions for each of my clients, using a powerful tool called the Expert Financial Analysis (EFA). This proprietary software, available exclusively through my partnership with Experior Financial Services, makes achieving financial clarity simple and effective.

The EFA provides a detailed and accurate analysis of your current financial situation and outlines a step-by-step plan tailored to your unique needs and goals. With this personalized and easy-to-follow program, I’m here to help you build a secure and successful financial future.

What is the process for working with you?

It starts with a no-obligation consultation where we discuss your financial situation, goals, and concerns. Based on this, I’ll develop a personalized plan that addresses your needs. I’m here to guide you through every step, answer questions, and adjust the plan as needed.

How can I prepare for unexpected financial emergencies?

Building an emergency fund is key to managing financial emergencies. I recommend saving three to six months’ worth of living expenses. Additionally, having insurance like critical illness or disability coverage can protect you from unforeseen events.

How do I know how much life insurance I need?

The amount of life insurance you need depends on factors like your income, debts, family size, and future goals (e.g., children’s education or mortgage payoff). During our consultation, I’ll help you calculate the right coverage to protect your family’s financial future.

Can I schedule a consultation online?

Absolutely! You can book a No Obligation Consultation directly through the Contact page on this site, or reach out via email or phone. I look forward to helping you achieve your financial goals

Follow me on social media for financial tips, updates, and insights to help you achieve your goals. I share valuable resources, success stories, and the latest in financial strategies to keep you informed and empowered.