PROTECTWEALTH

After working with thousands of physicians, we’ve seen firsthand that the best way to understand our value is through experience. We’re confident you’ll see the benefit of building a long-term relationship after your strategy session.

We’ll help you create a plan to grow or launch a side gig, reduce risk, protect investments, and increase after-tax wealth through strategic tax planning. If you’re focused on growing wealth, saving for retirement, or lowering taxes, schedule your free session soon—availability is limited each month.

During your Strategy Session we will:

Ask about your current situation, including employment structure, partnerships, side ventures, and expected income.

Gather details about your wealth, such as assets, where they’re held, future income, and financial dependents.

Discuss your goals and investments, covering short- and long-term plans, real estate, securities, and retirement.

Recommend tailored strategies to reduce personal and professional liability, protect assets, and minimize taxes.

*This offer is only available to US residents. $750 value.

Schedule Your Free Strategy Session

FEATURED IN

SOLUTIONOVERVIEW

What to Expect

01

Complete the
Questionnaire

Fill out the form and answer a few quick questions to help us understand your situation.

02

Connect With
an Advisor

We’ll reach out to review your needs and match you with a Certified Senior Advisor.

03

Build Your
Custom Strategy

Meet one-on-one with your advisor to reduce taxes, protect assets, and minimize legal risk.

ANDERSONADVISORS

Why thousands of Physicians work with Anderson every year

Anderson Advisors takes a unique approach to asset protection. Unlike other firms, we combine business owners’ most frequently consulted professionals — attorneys & CPAs — in one place so that you can benefit from BOTH perspectives.

When was the last time your asset protection attorney, your tax attorney, and your CPA all sat down together and built YOUR BEST PLAN for your benefit?

Anderson Advisors builds comprehensive asset protection, tax reduction, and business streamlining plans for business owners & investors.

If you’re ready to cut through the noise and get everyone on the same page working for YOU, schedule your Strategy Session now to get started.

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 the many ways in which you can effectively protect your wealth and safeguard your future. Our nationally recognized principals, Clint Coons and Toby Mathis have decades of success advising and representing Physicians on their tax and asset protection needs.

Our Specialties

Entity Formation

Wills & Trusts

Asset Protection Planning

Retirement Planning

Tax Planning

Business Compliance

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

SCHEDULE A STRATEGY SESSION