STRATEGYSESSION
An inheritance doesn’t come with instructions—unless you leave them.
Most problems families face after a loss aren’t about money. They’re about uncertainty, misalignment, and lack of preparation.
Planning ahead ensures more of your wealth reaches your loved ones.
During your one-on-one strategy session, you’ll sit down with a Senior Advisor to build a map that lays out:
Your risk: Identify where your home, investments, and wealth may be exposed to probate, lawsuits, or unnecessary loss.
Protection: Build a personalized plan to safeguard what you’ve built with the right trusts and legal structures.
Plan for the Future: Create a strategy to transfer assets with intent—so your heirs inherit more than property…they inherit a future.
*This offer is only available to U.S. Residents. A $750 value.
Schedule Your Complimentary Estate Planning Strategy Session
Who Benefits From A Strategy Session:
Real Estate Investors
Own or are about to purchase investment properties (buy & hold, flip, Airbnb, wholesale, etc.)
Active Traders
Need a tax-optimized business structure for their trading activities
Entrepreneurs Starting a Business Entity
Planning to set up an LLC, S-Corp, or similar entity within the next 1–3 months
Individuals Needing Estate Planning
Interested in setting up living trusts or managing family wealth
Business Owners Needing Entity Management
Require ongoing support with entity maintenance and compliance
Anyone Seeking Tax & Asset Management Strategies Looking for ways to legally reduce taxes and protect
assets
FEATURED IN
YOUR FUTURE,YOUR BUSINESS
It All Starts With an Estate Plan
Getting your estate plan set is the first step toward long-term peace of mind. From there, we help you build a more complete plan for your family, finances, and future.
Here are other services we provide:
Entity Formation
Taxes & Licenses
Memberships & Events
Learning Center
Corporate Changes
Business Compliance
Real Estate Services
Trusts & Wills
Retirement
Asset Protection
SOLUTIONOVERVIEW
How We Turn Risk Into Opportunity
01
Personalized Risk Assessment
We’ll identify how much of your home equity, rental properties, savings, and personal assets may currently be exposed to creditors, lawsuits, probate, or other vulnerabilities.
02
A Tailored Protection Blueprint
You’ll receive a clear, customized plan to safeguard your assets—using the right mix of entities, trusts, and legal structures to protect your home, wealth, and family.
03
A Future-Focused Legacy Strategy
We’ll map out how to transfer your home, business interests, and investments to your loved ones with minimal risk, reduced taxes, and without the delays or costs associated with probate.
Real Comments from Real Clients…
Anderson has helped me provide for generations of my family – we’re talking great, great, grandkids.
Marc P.
Real Estate Investor
CLIENTVOICES
Real People. Real Feedback
Very easy to work with and they handled everything. I would definitely recommend them for all your needs.
Jeffery P
Absolutely the best business, tax, trust, and asset protection attorneys in the country with reasonable fees. Caring, accurate, and knowledgeable advice for any business investor – real estate, taxes, LLCs, and trusts.
Jeff G
They’ve set up numerous entities for me, have always been available to answer my questions and file all of my taxes, business and personal.
Myra B
ANDERSONADVISORS
Trusted Advisors. Proven Results. Real Protection.
Anderson Business Advisors services provide the pathway to prosperity with unmatched precision and tailored solutions to meet your unique investment journey.
157K
SATISFIED CLIENTS SERVED
277K
BUSINESS CREATED
$150M
IN CLIENT TAX SAVINGS
$1B
IN ASSETS PROTECTED
