Annise Financial Services, LLC

Financial guidancebuilt around your life,not just yourportfolio.

Annise Financial Services, LLC provides personalized, holistic financial planning, investment management, and insurance strategies for individuals, families, professionals, and business owners.

Series 6Series 63Life & Health Insurance Licensed
Brittany Sanders, Founder and CEO of Annise Financial Services
Brittany SandersFounder & CEO, Financial Advisor
Meet Your Financial ProfessionalBrittany Sanders
Email the Officebsanders@annisefinancialservices.com
Financial PlanningInvestment ManagementRetirement PlanningInsurance & Income ProtectionTax-Efficient StrategiesEstate & Legacy PlanningBusiness PlanningEmployee BenefitsFinancial PlanningInvestment ManagementRetirement PlanningInsurance & Income ProtectionTax-Efficient StrategiesEstate & Legacy PlanningBusiness PlanningEmployee Benefits

Our Mission

Our Mission

“Guiding every client—individual, family, or business owner—toward financial clarity and long-term security, through personalized, values-driven planning.”

Annise Financial Services, LLC was founded on the belief that financial planning should feel personal, not transactional. Every recommendation starts with your goals, your family, and your timeline—not a one-size-fits-all model. Whether you're just starting to build wealth or planning your legacy, the approach stays the same: clear guidance, real relationships, and a plan built to last.

SIE Registered

Securities Industry Essentials

Series 6 & 63

Licensed Investment Products

Life & Health

Insurance Licensed

Holistic Planning

Personalized to Your Life

Why Choose Annise Financial Services

A partner in your financial life—not just a transaction.

Client-First Guidance

Recommendations explained in plain language, with your goals at the center of every conversation.

Multi-License Expertise

SIE, Series 6, Series 63, and life & health insurance licensing under one advisor.

Personalized, Holistic Planning

Your whole financial picture considered together — not planning in silos.

Long-Term Relationships

Plans evolve as your life does. We're here well past the first meeting.

Ready to plan today for tomorrow?

A free introductory consultation is the easiest way to see if we're the right fit.

Schedule a Consultation
Brittany Sanders, Founder and CEO of Annise Financial Services

Meet Your Financial Professional

Brittany Sanders

Founder & CEO, Financial Advisor

With more than a decade of experience in the financial services industry, Brittany Sanders has built a career helping individuals, families, and business owners navigate important financial decisions through personalized planning and guidance. Brittany began her career in 2013 in Property & Casualty insurance before transitioning into financial services in 2018, with a focus on income protection and family legacy planning. Through her work with individuals and families, she recognized a broader need for trusted financial guidance—helping people plan ahead, prepare for retirement, and make informed financial decisions with greater confidence. This inspired Brittany to expand her expertise to help clients reduce financial stress, build wealth, and create greater freedom and flexibility in their lives.

Today, Brittany's experience spans multiple areas of financial planning, including income protection, risk management, retirement planning, wealth accumulation, tax-efficient planning, business succession, and legacy planning. She currently holds FINRA Series 6 and 63 registrations, along with Life and Health Insurance licenses across multiple jurisdictions. As a Financial Advisor and founder of Annise Financial Services, LLC, she takes a comprehensive, holistic approach—helping clients understand how the different areas of their financial lives work together rather than addressing each financial decision in isolation.

Education is an important part of Brittany's approach to financial planning. She believes the planning process should be collaborative, with clients understanding not only what strategies they are implementing, but why. Her goal is to simplify complex financial concepts, identify potential gaps and opportunities, and help clients make informed decisions that support both their immediate priorities and long-term financial well-being.

Throughout her career, Brittany has been recognized for both professional achievement and leadership, including the Career Success Award, Centurion recognition, the “Lift as You Climb” Award, and four consecutive Executive Council Premier distinctions. She is also actively involved with community youth organizations, providing interactive education focused on financial literacy, mental health, personal development, and college and career readiness.

Outside of work, Brittany is a proud mother of two sons—one passionate about music and the performing arts, and the other about football and creative building projects. She enjoys cooking, family game nights, traveling, hiking, community fitness, and spending quality time with family and friends.

Mission & Core Values

What guides every plan we build.

Integrity

Honest guidance, even when it's not the easy answer.

Education First

You should understand your plan, not just sign off on it.

Personalization

Financial guidance designed around what matters most to you.

Long-Term Partnership

Plans are revisited and adjusted as your life changes.

Accessibility

Straightforward guidance and clear, open communication, every step of the way.

Community Commitment

Proud to support and give back to the community.

Services

Full-picture planning, under one roof.

Every service below can stand alone or work together as part of one coordinated plan.

Comprehensive Financial Planning

A complete plan connecting income, savings, debt, and long-term goals into one clear roadmap.

Investment Management

Ongoing portfolio guidance aligned to your goals, timeline, and comfort with risk.

Retirement Planning

Income strategies and timing decisions built to support the retirement you want.

Insurance & Income Protection

Life and health coverage designed to protect your family's income and future plans.

Tax-Efficient Strategies

Coordinated planning aimed at keeping more of what you earn and save.

Estate & Legacy Planning

Planning that protects your family and carries your wishes forward.

Business Planning

Guidance for business owners on protection, succession, and long-term growth.

Employee Benefits

Benefits guidance and planning support for businesses and their teams.

Who We Serve

Wherever you are in life, there's a plan for it.

Individuals
Families
Professionals
Business Owners
Community Organizations
Pre-Retirees
Retirees

Resources

Frequently Asked Questions.

What does a financial advisor actually do?

A financial advisor helps you organize your income, savings, investments, insurance, and long-term goals into one coordinated plan — and adjusts that plan as your life changes.

Do I need a lot of money to start financial planning?

No. Clients work with us at every stage — from getting started to preparing for retirement or a business transition.

What's the difference between investment management and financial planning?

Financial planning looks at your whole picture — income, goals, insurance, taxes, and more. Investment management focuses specifically on growing and managing your portfolio.

How often will we meet?

Meeting cadence depends on your plan and goals, with regular check-ins to keep your strategy current.

Is my information kept confidential?

Yes. Client information is held in strict confidence in accordance with applicable regulations and firm policy.

Contact

Let's talk about your plan.

Call to schedule a free consultation, or send a message and we'll follow up.

Follow Along

Request a Consultation

We'll get back to you within one business day.

Prefer to talk first? Call (908) 758-8996 to grab a free consultation.