Broker Check

1900 State Street
Suite E
Santa Barbara, CA 93101

Brent Anderson

(805) 569-7666

 
It May Be Time for a Financial Checkup How to Bake a Pie-R-A Forecast Retirement Redefined

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

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

 

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

View all articles arrow

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Tax Freedom Day

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

View all calculators arrow

Protecting Those Who Matter Most

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

View all videos arrow