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SOLUTIONOVERVIEW

Protect What You’ve Built.
Plan for What Comes Next.

This free checklist ensures you have everything you’ll need to build a bulletproof shield around your holdings. 


We’ll cover essential topics, like:

Long-term, sustainable asset growth and goals.

Entity structure for maximizing your legal protection

The best states to establish your entity

Operating income and finance structure

Entity management, compliance, and operating agreements

Insurance alignment

ANDERSONADVISORS

What Anderson Can Do For You

Are you concerned about how your assets and wealth should be protected? We approach each client as an individual—with a unique set of circumstances and their own particular needs and goals.

This approach requires our lawyers, CPAs, and Strategists to think outside the box, enabling us to provide each client with a bespoke service and tailored solutions that will work for them. Our advisors are well-versed in many ways you can protect your wealth and safeguard your future. Our nationally recognized principals, Clint Coons, Esq., Toby Mathis, Esq., and Michael Bowman, Esq., have decades of success advising and representing real estate investors on their tax and asset protection needs.

Our Specialties

Entity Formation

Wills & Trusts

Asset Protection Planning

Retirement Planning

Tax Planning

Business Compliance