The Anderson System
The Anderson System(A.S.) is included with the Platinum membership program for clients of Anderson. 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 include:
Click a tab to read more about each section of the Anderson System.
- Risk Reduction Formula
- Wealth Planning Blueprint
- Keep More Solution
- Business Continuity Program
- Advanced Strategy Analyzer
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. The Anderson Advisor will then work with you to place the assets in four quadrants within the Risk Reduction Formula providing an easy visual for you to see what’s at risk and what is needed to protect you and your assets.
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.