The 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 ©
    The Anderson System

    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 ©
    The Anderson System

    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.
  • Business Continuity Program ©
    The Anderson System

    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.