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 firstname.lastname@example.org for a no cost, no obligation, "Get Acquainted" meeting, and begin your financial planning process now!
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
A change in your mindset during retirement may drive changes to your portfolio.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Don’t overlook the need for renter’s insurance if you rent your home.
At what point can you call a personal vehicle commercial?
How to help determine life insurance needs to provide for your family after you pass away.
Five creative (and inexpensive) ideas for motivating your employees.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The market is as unpredictable as the weather. We’d love to help you prepare.
There’s been a lot of talk about Tax Reform. What might it look like?
Understanding the cycle of investing may help you avoid easy pitfalls.