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At Jensen Anderson Wealth Management, LLC, we provide assistance in the following areas:


  • Stocks
  • Bonds (Corporate & Municipal)
  • Exchange Traded Funds (ETF)
  • Mutual Funds
  • Access to Managed Account Portfolios (Fee based account)
  • Unit Investment Trusts (UIT)
  • Variable Annuities


  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance

Employer Sponsored Retirement Plans

  • 401k plans
  • SEP Plans
  • SIMPLE Plans
  • 412i Plans
  • Deferred Compensation Plans
  • Defined Benefit Plans

Business Insurance

  • Key Person Insurance
  • Buy/Sell Life and Disability Income Insurance
  • Business Overhead Expense Insurance
  • Employee Benefits
  • Company Owned Life