Our Firm

Anderson Financial Solutions & Insurance Services was founded with the goal of assisting our clients in every aspect of their financial lives. For each of our clients we strive to help create financial stability and security to provide financial independence.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality.

As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. As investment adviser representatives, obligated to work under the fiduciary standard, with your best interests in mind, we deliver honest, independent recommendations.

If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (805) 569-7666.

 

A Tale of Resilience: Brent's Path to Financial Empowerment

Brent's journey began like that of any typical young boy, but his world was upended one night during high school. While enjoying an evening at a drive-in movie, a message over the intercom asked him to come to the concession stand to call home. That call was devastating: his 53-year-old father had died suddenly of a heart attack.

This tragedy thrust Brent into a role he was unprepared for, becoming the de facto head of the household. His younger brother and mother, now a widow at 49, were equally unprepared for this profound loss. His parents had never had the “what if” conversation, believing they were young and immortal. Such discussions seemed unnecessary—they thought, "That happens to other people, not us." But it did happen to them, and they were left to navigate the aftermath without a plan.

Brent postponed his college plans to stabilize his family. When he finally attended UC Santa Barbara, he purchased his first life insurance policy, naming his mother as the beneficiary—just in case. This experience highlighted the fragility of life and the importance of financial preparedness.

Brent’s mother, a Realtor in a competitive small-town market, faced significant financial challenges. She couldn’t access widow's Social Security benefits due to her age, and the family's financial situation was precarious. This period underscored the need for guaranteed income and financial stability, lessons that deeply influenced Brent.

About a decade later, Brent's mother remarried a kind man of modest means, providing some relief. However, the earlier financial struggles had already ingrained in Brent the importance of planning for life’s uncertainties.

Motivated by his personal experiences, Brent committed himself to helping others avoid similar hardships. He recognized the universal challenges of premature death, longevity, income stability, inflation, market volatility, and emergency preparedness. This realization led him to become a financial advisor, a role in which he has thrived for over five decades.

With unwavering passion and vigor, Brent has guided countless clients through complex financial landscapes. His story, marked by resilience and compassion, fuels his dedication to offering sound advice and reliable solutions. Brent’s journey is a testament to the transformative power of strategic financial planning, driven by a deep desire to make a meaningful difference in the lives of those he serves.