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128 E Carrillo St
Santa Barbara, CA 93101

Brent Anderson

(805) 569-7666

 
Supporting Local Business In a Crisis Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World Dreaming Up an Active Retirement

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 2008 and 2020 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. *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.

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.

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!

Helpful Content

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Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

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Use this calculator to estimate your capital gains tax.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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An Inside Look at Retirement Living

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Don't Buy The Hype

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