We invite qualified families and business owners to meet with us to discuss financial concerns.

Let us design a custom solution utilizing the unique opportunities and resources available to bring financial confidence and clarity to future-oriented families and businesses. Call today (805) 569-7666 or e-mail brent@andersonfs.com for a no cost, no obligation, "Get Acquainted" meeting, and begin your financial planning process now!

<strong>Legacy Planning</strong>

Legacy Planning

Our clients have spent a lifetime accumulating and creating wealth - wealth that will sustain them for a long retirement characterized by security, dignity and grace. Our clients desire to create legacy plans that will benefit the generations and the institutions that will survive this lifetime. *One specialty is helping younger generations to achieve the financial security of their parents generation. Our office is skilled in the knowledge and techniques of passing wealth beyond the generations with tax efficiency, order and clear direction.

<strong>Employee Benefit Consulting</strong>

Employee Benefit Consulting

Small to Medium-sized businesses represents the backbone of American commerce and entrepreneurism. At Anderson Financial Solutions & Insurance Services, our creative and innovative, cost-cutting benefit designs help companies provide meaningful security to their valued employees in the area of medical, dental and other employee benefits as well as stimulating and incentivizing employees to save towards retirement in employer-sponsored retirement plans. Since early 2013 our firm is joined with The Arrow Benefits Group, a part of True. True is a network of benefit brokers dedicated to local service and community work with partnerships across the US that give us the resources and strength of a large national brokerage firm. This collaboration provides our firm with the back office, the client support and resources to support and strategically manage rising costs and regulatory compliance, in a very challenging and complex employee benefits marketplace.

Executive Compensation

Many organizations with highly-compensated executives find that the limitations of traditional pension and profit sharing plans just don't replace an adequate amount of a highly-compensated executive's income. We have expertise and specialized knowledge of non-qualified Supplemental Executive Retirement Plans and can help construct and administer the plans that can help attract, retain and reward those key executives.

Sign up for our newsletter!

Thank you!
Oops!