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STRATEGYSESSION

Ready to Discuss Tax Savings and Asset Protection for Your Investments?

Discuss your current and future real estate investments, business interests, and philanthropy goals. Claim your complimentary Strategy Session with an Anderson Advisor. Gain access to a comprehensive risk assessment designed to mitigate potential pitfalls that could jeopardize your assets with a single misstep.

During the 45-Minute Strategy Session:

Create an asset protection blueprint, identifying the entity structure that will provide you with inside and outside liability protection and anonymity.

Discuss your current and future real estate investments, business interests, and philanthropy goals.

Assess your potential liability exposure and describe our proven asset protection and tax strategies and how they apply to your unique situation.

Identify strategies to reduce your tax liability.

Discuss your estate plan and how to create a lasting legacy.

Learn about Anderson’s Platinum Membership which provides you unlimited access to attorneys, tax professionals, and CPAs without hefty hourly rates.

Schedule Your Free Strategy Session

FEATURED IN

STRATEGICSTEPS

How We Turn Risk Into Opportunity

01

Personalized Risk Assessment

We’ll conduct a comprehensive risk assessment of your assets and business interests to uncover potential vulnerabilities.

02

Custom
Action Plan

Together, we’ll design a personalized plan that minimizes your risk and identifies key opportunities for significant tax savings.

03

Expert
Guidance

Get personalized, one-on-one guidance from an experienced Advisor to put you on the best path to your goals.

CLIENTVOICES

Real People. Real Feedback

Anderson has helped me provide for generations of my family — we’re talking great, great grandkids.

Marc P.

Business Owner

Anderson’s asset protection strategies protected millions of dollars of my assets from being targeted in a contentious legal dispute.

Sarah S.

Rental Property Owner

Other advisors told us ‘no’. Anderson showed us how to own investment property without liability.

Ingrid V.

Real Estate Investor

Anderson helped save us 6 figures on our tax bill in 2023 — close to that again in 2024!

Justin M.

Real Estate Investor

If you want your business structure to save you money on your taxes and know that your family is protected… Anderson is the only choice.

Matthew S.

Rental Property Owner

Phenomenal! I no longer fear hourly attorney fees.

Howard K.

Business Owner

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