Welcome to Anderson Financial Solutions & Insurance Services
Anderson Financial Solutions & Insurance Services is a specialized financial and insurance planning office located in beautiful Santa Barbara, California.
Retirement Income Planning: As the generation of Baby Boomers approach their retirement years, they have many obstacles to overcome...overspending, credit abuse, overconfidence, procrastination, failure to save, failure to plan, and fear brought on by the recency of the financial meltdown. Our office is dedicated to helping those people and families come to grips with the reality and the responsibilities of today’s situation, to recognize the dangers, recognize the opportunities and capitalize on existing strengths and resources to create sustainable retirements with grace and dignity.
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. Our office is skilled in the knowledge and techniques of passing wealth beyond the generations with tax efficiency, order and clear direction.
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 United Benefit Advisors (UBA) which is the third largest benefit consultancy in the USA. 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.
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 [email protected] for a no cost, no obligation, "Get Acquainted" meeting, and begin your financial planning process now!
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Important items to consider when purchasing condo insurance.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
These food myths will really put a drain on your wallet.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
How do the markets usually react to elections? Was the 2016 election any different?
How will you weather the ups and downs of the business cycle?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you know these three personal finance sayings?
Investors seeking world investments can choose between global and international funds. What's the difference?
Around the country, attitudes about retirement are shifting.