Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

128 E Carrillo St
Santa Barbara, CA 93101

Brent Anderson

(805) 569-7666

 
The Long Run: Women and Retirement When Markets React No Cash, No Checks, No Problem Preparing For the Ultimate Vacation

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

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 brent@andersonfs.com for a no cost, no obligation, "Get Acquainted" meeting, and begin your financial planning process now!

Helpful Content

Mastering Mobile Lingo

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Dog Bites Neighbor. Now What?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

 

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

View all articles arrow

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Doubling Your Money

This calculator demonstrates the power of compound interest.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

When Markets React

When markets shift, experienced investors stick to their strategy.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

View all videos arrow