The Anderson SystemThe Anderson System 

WHAT IS THE ANDERSON SYSTEM?

One major benefit of your Platinum Membership is the Anderson System, a five-part guided program designed to help make sure you are protecting your assets and passing them on to your loved ones in the most complete and efficient way, while minimizing your overall tax bill.

Throughout the year, you and your Client Account Manager and other members of the Anderson team will cover the following parts of the Anderson System:

THE STEPS OF THE ANDERSON SYSTEM

 

  • Risk Reduction Formula ©

    Risk Reduction Formula

    This is the first aspect in creating your wealth plan for the future. By helping you understand which assets you own are at risk from inside or outside liability, or if they have no risk, your Anderson Advisor will then work with you to place the assets in four quadrants, giving you an easy visual for you to see what’s at risk and what you need to protect you and your assets.
  • Wealth Planning Blueprint ©

    Wealth Planning Blueprint

    The second and most robust aspect is creating and implementing your customized wealth blueprint. The blueprint is updated at least once a year with any additions and revisions through the Business Continuity Program. The blueprint is your guide for how your entities work together.
  • Keep More Solution ©

    Keep More Solution

    The third step is a review of your past tax returns to look for opportunities to lower your overall tax bill. You will submit your previous tax returns online to our digital tax planning software. Our team will analyze your returns and develop strategies specific to your situation. A final digital report will be delivered to you via email. You can review the plan and ask questions in our weekly open office hours with the Tax Advisor team or, if you choose to engage services with our tax department, a tax planner will be assigned to you who will arrange a meeting with you to review your plan and assist you in its implementation.
  • Business Continuity Program ©

    Business Continuity Program

    In the fourth part of the program, we’ll periodically review your current situation to see if there are any major life or business changes, update you on any legal or tax changes pertinent to you, and modify your Wealth Planning Blueprint to reflect those changes. In addition, we notify you when state documents are required for keeping your entities current and any specific federal tax deadlines.
  • Advanced Strategy Analyzer ©

    Advanced Strategy Analyzer

    The fifth section revolves around your retirement plan and we’ll review it annually with you as your estate grows. This helps ensure you’re using the most beneficial strategies to keep your money in your realm now and in the years to come.

The Steps of the Anderson System

Risk Reduction Formula

Risk Reduction Formula

This is the first aspect in creating your wealth plan for the future. By helping you understand which assets you own are at risk from inside or outside liability, or if they have no risk, your Anderson Advisor will then work with you to place the assets in four quadrants, giving you an easy visual for you to see what’s at risk and what you need to protect you and your assets.

Wealth Planning Blueprint

Wealth Planning Blueprint

The second and most robust aspect is creating and implementing your customized wealth blueprint. The blueprint is updated at least once a year with any additions and revisions through the Business Continuity Program. The blueprint is your guide for how your entities work together.

Keep More Solution

Keep More Solution

The third step is a review of your past tax returns to look for opportunities to lower your overall tax bill. You will submit your previous tax returns online to our digital tax planning software. Our team will analyze your returns and develop strategies specific to your situation. A final digital report will be delivered to you via email. You can review the plan and ask questions in our weekly open office hours with the Tax Advisor team or, if you choose to engage services with our tax department, a tax planner will be assigned to you who will arrange a meeting with you to review your plan and assist you in its implementation.
Business Continuity Program

Business Continuity Program

In the fourth part of the program, we’ll periodically review your current situation to see if there are any major life or business changes, update you on any legal or tax changes pertinent to you, and modify your Wealth Planning Blueprint to reflect those changes. In addition, we notify you when state documents are required for keeping your entities current and any specific federal tax deadlines.

Advanced Strategy Analyzer

Advanced Strategy Analyzer

The fifth section revolves around your retirement plan and we’ll review it annually with you as your estate grows. This helps ensure you’re using the most beneficial strategies to keep your money in your realm now and in the years to come.

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