The Anderson System 

WHAT IS THE ANDERSON SYSTEM?

The Anderson System is included with our Platinum membership program. The Anderson System provides clients a step-by-step approach to creating, implementing and maintaining a complete blueprint for their estate planning, asset protection planning, and tax planning needs.

Throughout the year, you will have scheduled appointments with the Anderson advisor team. Each appointment is designed to help you understand and implement your plan.

THE STEPS OF THE ANDERSON SYSTEM

 

  • Risk Reduction Formula ©

    Risk Reduction Formula

    The first step of the Anderson System is to help clients understand which assets they own are at risk from inside or outside liability, or if they have no risk. We start by having you fill out a strategy questionnaire that lists your assets and plans for your estate. Your Anderson advisor will then work with you to place the assets in four quadrants within the risk reduction formula providing an easy visual for what's at risk and what is needed to protect you and your assets.
  • Wealth Planning Blueprint ©

    Wealth Planning Blueprint

    The blueprint is your custom designed diagram structure of your tax, asset protection, and estate planning needs. A member of our team will walk you through completing and understanding your blueprint. You'll also get a complete picture of your entities and filing dates in an easy-to-understand Blueprint.
  • Keep More Solution ©

    Keep More Solution

    The keep more solution appointment with you and our tax advisor team will assist you in making sure your entities have the proper accounting (bookkeeping) structure in place, your tax plan is outlined, and you have a clear understand of what your overall strategy should be. Additionally, we will review your tax returns for the last two years to make sure no deductions were missed. The accounting setup is your foundation for tax planning. Having your bookkeeping structured properly with the right chart of accounts will to save you money when you file your tax return, and help avoid a potential audit.
  • Business Continuity Program ©

    Business Continuity Program

    During the year, you’ll have scheduled appointments with your Anderson advisor to assist in creating the required meeting minutes and resolutions your businesses need, make sure you are aware of any required tax forms, and cover any updates that need to be filed with the state. With the business continuity program, our team will help you be proactive in preparing the required paperwork. You don’t know what you don’t know, which is why it’s important to have the business continuity program calls throughout the year with our professionals. They will ask what activity you’ve had and document as needed.
  • Advanced Strategy Analyzer ©

    Advanced Strategy Analyzer

    Once a year, you’ll work with our wealth team to analyze your retirement plans and insurance needs to make sure you’re on track and covered based on your current needs.

The Steps of the Anderson System

Risk Reduction Formula

The first step of the Anderson System is to help clients understand which assets they own are at risk fron inside or outside liability, or if they have no risk. We start by having you fill out a strategy questionnaire that lists your assets and plans for your estate. Your Anderson advisor will then work with you to place the assets in four quadrants within the risk reduction formula providing an easy visual for what’s at risk and what is needed to protect you and your assets.

Wealth Planning Blueprint

The blueprint is your custom designed diagram structure of your tax, asset protection, and estate planning needs. A member of our team will walk you through completing and understanding your blueprint. You’ll also get a complete picture of your entities and filing dates in an easy-to-understand Blueprint.

Keep More Solution

The keep more solution appointment with you and our tax advisor team will assist you in making sure your entities have the proper accounting (bookkeeping) structure in place, your tax plan is outlined, and you have a clear understand of what your overall strategy should be. Additionally, we will review your tax returns for the last two years to make sure no deductions were missed. The accounting setup is your foundation for tax planning. Having your bookkeeping structured properly with the right chart of accounts will to save you money when you file your tax return, and help avoid a potential audit.

Business Continuity Program

During the year, you’ll have scheduled appointments with your Anderson advisor to assist in creating the required meeting minutes and resolutions your businesses need, make sure you are aware of any required tax forms, and cover any updates that need to be filed with the state. With the business continuity program, our team will help you be proactive in preparing the required paperwork. You don’t know what you don’t know, which is why it’s important to have the business continuity program calls throughout the year with our professionals. They will ask what activity you’ve had and document as needed.

Advanced Strategy Analyzer

Once a year, you’ll work with our wealth team to analyze your retirement plans and insurance needs to make sure you’re on track and covered based on your current needs.

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