THE ANDERSON ADVANTAGE
Preserve
Individualized tax planning empowers you keep to as much of your money in your pocket as possible.
Protect
Asset protection strategies and solutions to shield your assets and limit personal liability.
Prosper
Retirement, financial planning, and wealth management strategies to maximize what you already have.
$2 million lawsuit reduced to $100,000 settlement
We set up a Nevada LLC for a client with significant savings. She was sued 3 years later for an environmental claim stemming from property she owned over 30 years before. Plaintiff wanted over $2 million in damages for the cleanup. After we disclosed that her assets were protected by a Nevada LLC and a HELOC on her residence, the plaintiff accepted less than $100k in a settlement.
Avoided $5.5 million judgement
A bank wanted to pursue one of our clients for a deficiency judgement ($5.5 million) for commercial real estate he lost in foreclosure. Once the bank found out how we protected all of our client’s remaining assets with LLCs and a Nevada holding LLC, the bank’s attorney stated, “We decline to seek a deficiency judgment given the complicated structure you have weaved for yourself.”
The employees at Anderson all have unique different skills. It’s really hard for any one person to have all the answers. It’s so neat to have the community and the package together in one organization. If you don’t have the answer or another advisor doesn’t have the answer, they are going to go find it out for you and help you really get to where you need to be.
Carl F.
