Anderson Platinum Membership
Unlimited Access to Attorneys and Tax Professionals WITHOUT Hourly Rates
- Access to the Anderson System
- Unlimited Attorney Strategy Sessions
- Unlimited Questions for our Tax Team
- Access to Weekly Open Office Hours
- Tax Q&A Database
- Access to Video Training Library
- Extensive Legal Forms Library
- Extensive Product & Workshop Discounts
- Set up a tax haven today to reduce your taxes and keep more of your future profits
Platinum Membership
$3,495 enrollment and $75/ Month
Platinum Membership Details
Platinum Membership provides access to professionals and resources without the hourly rate. As a Platinum member, you get direct access to our attorneys, tax, and retirement professionals. This is done by asking questions or submitting documents to review through the membership website called the Platinum Portal. You also get unlimited access to webinars, training videos, forms and contract templates you can use for your business needs.
Anderson System
The Anderson System is a professionally-designed program for our Platinum members to integrate all planning aspects of your financial future: asset protection alongside estate and tax planning.
The system includes scheduled phone strategy sessions throughout the year with our team of professionals to make sure all aspects of your blueprint and future planning are implemented. For more details about the Anderson System, click here.
Weekly Open Office Hours
Receive answers to your questions from Anderson expert advisors in a live group format. Not only will you get the answers you need, but youโll also learn what other types of questions your peers are asking on a Zoom format.
Weekly Open Office Hours
Revocable living trusts put you in control, not a judge or even a third party. While the initial cost of a will is less than that of a living trust, the savings come after your passing. The national average cost of probate is 4% of the estate and, on average, takes 18 months from start to finish throughout a lengthy court proceeding.
Unlimited Attorney Strategy Sessions
The unlimited attorney strategy sessions are scheduled through your Platinum portal online area. When you request a strategy session we will select the most appropriate attorney based on the nature of your questions. The subject of the session is limited to Andersonโs areas of expertise: asset protection, estate planning, and retirement planning.
No more hourly charges when you need to speak with an attorney.
As a Platinum member, you will never worry about contacting an attorney again for fear of being overcharged. Whether your questions require an hour of attorney time to address your situation or merely 10 minutes, you will not be charged an hourly rate.
All attorney strategy sessions provided with your Platinum service are conducted by phone appointments only.
Unlimited Questions for our Tax Team**
Send your tax questions through your secure online membership portal. You can expect a written response within two to four business days from a member of our tax team, which includes CPAs, EAs and tax attorneys. *Tax Planning sessions are not included in the Platinum Membership. To receive quarterly tax planning sessions with a CPA or EA, you must be an Anderson Tax Package client.
Extensive Legal Forms Library
Platinum members have access to over 200 legal forms to assist in running their businesses. From real estate contracts to business plans, our forms library is full of legal documents successfully used by many of our clients for years to protect their interests.
On-Demand Tax and Asset Protection Videos
You know the saying, โyou donโt know what you donโt know.โ As a Platinum member, this is no longer the case! We have put together one of the most extensive video libraries: for small business owners and investors on asset protection and tax and business planning topics.
These videos are in plain English, making them easy to understand, digest, and enact. Whether you are looking to set up a land trust or simply find out how to hold a corporate meeting, our training videos walk you through the necessary steps to ensure you itโs done correctly.
Exclusive Product and Workshop Discounts
Once you become a Platinum member, you will receive discounts on all Anderson workshops and products. For many, this alone covers the minimal cost of membership.
What are you waiting for? To begin taking advantage of the best legal membership support program available, register today! Instantly, youโll have a team of attorneys and tax and retirement professionals at your fingertips, all of whom have a wealth of information to help answer your questions. Remember: the key is keeping more of what you earn, and Anderson is here to help you on your journey.
As a Platinum member, you will enjoy all the benefits for only $75/month which will be automatically charged to your credit card on file.