Anderson Platinum Membership
Unlimited Access to Attorneys and Tax Professionals WITHOUT Hourly Rates
- Access to the Anderson System
- Unlimited Attorney Strategy Sessions
- Unlimited Questions for our Tax Team
- Access to Weekly Open Office Hours
- Tax Q&A Database
- Access to Video Training Library
- Extensive Legal Forms Library
- Extensive Product & Workshop Discounts
$3,495 enrollment and $75/ Month
Platinum Membership Details
Platinum Membership provides access to professionals and resources without the hourly rate. As a Platinum member, you get direct access to our attorneys, tax, and retirement professionals. This is done by asking questions or submitting documents to review through the membership website called the Platinum Portal. You also get unlimited access to webinars, training videos, forms and contract templates you can use for your business needs.
The Anderson System is a professionally-designed program for our Platinum members to integrate all planning aspects of your financial future: asset protection alongside estate and tax planning.
The system includes scheduled phone strategy sessions throughout the year with our team of professionals to make sure all aspects of your blueprint and future planning are implemented. For more details about the Anderson System, click here.
Weekly Open Office Hours
Receive answers to your questions from Anderson expert advisors in a live group format. Not only will you get the answers you need, but you’ll also learn what other types of questions your peers are asking on a Zoom format.
Unlimited Attorney Strategy Sessions
The unlimited attorney strategy sessions are scheduled through your Platinum portal online area. When you request a strategy sessions we will select the most appropriate attorney based on the nature of your questions. The subject of the session is limited to Anderson’s areas of expertise: asset protection, estate planning, and retirement planning .
No more hourly charges when you need to speak with an attorney.
As a Platinum member, you will never worry about contacting an attorney again for fear of being overcharged. Whether your questions require an hour of attorney time to address your situation or merely 10 minutes, you will not be charged an hourly rate.
All attorney strategy sessions provided with your Platinum service are conducted by phone appointments only.
Unlimited Questions for our Tax Team**
Send your tax questions through your secure online membership portal. You can expect a written response within two to four business days from a member of our tax team, which includes CPAs, EAs and tax attorneys. *Tax Planning sessions are not included in the Platinum Membership. To receive quarterly tax planning sessions with a CPA or EA, you must be an Anderson Tax Package client.
Extensive Legal Forms Library
Platinum members have access to over 200 legal forms to assist in running their businesses. From real estate contracts to business plans, our forms library is full of legal documents successfully used by many of our clients for years to protect their interests.
On-Demand Tax and Asset Protection Videos
You know the saying, “you don’t know what you don’t know.” As a Platinum member, this is no longer the case! We have put together one of the most extensive video libraries: for small business owners and investors on asset protection and tax and business planning topics.
These videos are in plain English, making them easy to understand, digest, and enact. Whether you are looking to set up a land trust or simply find out how to hold a corporate meeting, our training videos walk you through the necessary steps to ensure you it’s done correctly.
Exclusive Product and Workshop Discounts
Once you become a Platinum member, you will receive discounts on all Anderson workshops and products. For many, this alone covers the minimal cost of membership.
What are you waiting for? To begin taking advantage of the best legal membership support program available, register today! Instantly, you’ll have a team of attorneys and tax and retirement professionals at your fingertips, all of whom have a wealth of information to help answer your questions. Remember: the key is keeping more of what you earn, and Anderson is here to help you on your journey.
As a Platinum member, you will enjoy all the benefits for only $75/month which will be automatically charged to your credit card on file.
A team member will contact you to let us know which card you will use for the charge.
Frequently Asked Questions
Will you draft documents for me?
We have an extensive legal forms library that we hope meets all of your needs. If you still need a specific type of document encourage you to locate one and submit it for Document Review by one of our attorneys. The attorney will provide recommendations on what may need to be omitted or added to the document for your specific situation.
How many attorney consults do I get per month?
How quickly can I expect an answer to a questions submitted online through your client portal?
Our typical turnaround time is 2-3 business days. Some questions require extra research so they may take longer; we will let you know if that’s the case. We do ask that you allow 7-10 business for Document Review. Around tax time throughout the year questions may take a little longer than usual.
You may also join our daily Platinum office hours group coaching call to ask any questions you need. This group call is set up for all Platinum clients to dial in and ask questions that they may need same-day responses to.
Can I speak with a Tax Advisor and is Tax Planning Included?
We encourage you to attend our Tax Tuesdays held every other Tuesday at 3 PM PST and hosted by one of our Partners, Toby Mathis. Another great resource would be the “Submit a Question” feature on the Platinum Portal for tax questions.
Consults with tax professionals including tax planning are otherwise billable to your tax package. If you’re interested in learning more about becoming a tax package client click here.
Why Trust Anderson For Your Business Structuring Needs?
Comprehensive Assessment Tailored To You
The wrong setup for your business now could mean more taxes and liability later. That’s where Anderson is different. We take a comprehensive look at your situation, not only from a legal asset protection perspective, but also from a tax savings and financial planning perspective.
Experience You Can Trust
Unlike other law firms, our consultants consist of attorneys and planners who travel nationwide to speak at conferences and seminars on asset protection, taxes and business planning. Since 1993, we have taught tens of thousands of people how to make better business decisions and properly prepare to meet their financial goals.
Take a look at these actual client stories to see how much of a difference an Anderson plan can make.
“Hey Clint, I can’t thank you guys enough. You’re whole firm is just amazing and I really learned so much this weekend. Just spectacular! I really think, without you guys, I would be progressing a lot slower and be a lot more at risk. Thanks a lot.”
“I was very surprised that a group of lawyers and accountants could keep the audience engrossed and entertained the entire time. The amount of information delivered in just three days was much more than expected. The fact that all the speakers were approachable and were more than willing to give up their time for us all, even after the days time was over”
“Your team knows what they are talking about. Their ability to execute in real time, what they are trying to teach in the class room, is flawless. Also, Anderson’s ability to communicate with its customers about their company’s various programs is truly unbelievable. They want you to know ‘why’ they are doing what they are doing – not the usual ‘do it because we say so’. I guess its because they really are about education. Amazing”
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