Meet the professionals who can help you

Pursue Your Goals

We help individuals and families pursue their ideal retirements.

MEET THE TEAM

The team behind Wilma G. Anderson is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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Wilma G. Anderson, RFC
Registered Financial Consultant, CEO

Wilma believes that there’s always a way to make her clients’ dreams come true.

Wilma started her career conducting business turnarounds for small hospitals. Her tax professional referred Wilma to one of her clients, an insurance agency, that needed help with their growth. To understand this industry, the owners had Wilma become a long-term care agent for six months. After six months, she was selling more long-term care insurance than anyone in the country. She also discovered a passion for working one on one with people to find financial strategies that match their goals.

Today, Wilma has built her own business on helping individuals plan and implement their retirement strategies, in addition to helping them find long-term care solutions to prepare for whatever the future may hold.

Wilma holds life and health insurance licenses in Colorado and has over 25 years’ experience in the financial services industry. She has been featured in Forbes magazine, Business Week and on a weekly long-term care series on Denver’s local CBS station.

Wilma loves the outdoors and enjoys hiking and exploring old ghost towns up in the mountains. She has rescued abused dogs for the past 30 years and adopted a sweet Maltese/poodle named Trixie. Wilma also loves to cook and to volunteer for a shelter for homeless women and children as well as a local hospital.

Ready to take
The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

Or give us a call at 720.344.0312