Broker Check

1900 State Street
Suite E
Santa Barbara, CA 93101

Brent Anderson

(805) 569-7666

 

Products & Services

At Anderson Financial Solutions & Insurance Services, we provide assistance in the following areas:

Private Investments

  • Brokerage Accounts*
  • Mutual Funds*
  • IRA’s – Traditional, ROTH, SEP and SIMPLE*
  • Variable Annuities*
  • Savings Accounts, Money Market and CD’s*
  • REIT – Real Estate Investment Trusts*
  • BTS – Bond Timing Strategy*

Financial Planning

  • Financial Planning*
  • Retirement Planning*
  • 401(k) & 403(b) Planning*
  • College Planning*
  • Estate Planning*
  • Parent Care Solutions
  • Business Planning
  • Executive Benefits*
  • Deferred Compensation*
  • Profit Sharing Planning
  • Key- Person Planning
  • Buy – Sell Planning

Insurance

  • Life Insurance*
  • Long Term Care Insurance*
  • Disability Insurance*
  • Review Life / Disability Insurance Needs
  • Instant Quote verification and competitive analysis
  • Life Insurance Reviews
  • Special Risk Insurance
  • Policy Appraisal and Replacement Analysis
  • Life Settlement

Employee Benefits

  • Individual Health Insurance
  • Group Health Insurance
  • Group Disability Insurance
  • Group Life Insurance
  • Group Dental & Vision Insurance
  • Group Pension and Retirement Plans
  • Health Savings Accounts (HSA)
  • Medicare Supplement Insurance

*Products and services are offered through Cetera Advisor Networks LLC