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Information Last Updated:
06/20/2018
GET ON THE RIGHT ROAD
With
a Professional Financial Consultant
Here in Arizona, there is
a financial consultant ready and willing to help you
solve your biggest financial problem. It doesn't matter how
difficult it may be. All that matters is that
you are serious about finding solutions. |
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Thanks for stopping by.
No matter what may be bothering you about your finances, you
will find information that will help you get going in
the right direction again. These are premium financial
consulting websites for all discriminating Arizona residents
as well as U.S. residents across the country.
"If You Don't Know Where You
Are Going...Any Road Will Get You There."
(Quote by Lewis Carroll)
I am M.D.
Anderson of Chandler, Arizona. It takes all 42+ years
of practice as a multiple disciplined financial advisor and
consultant, as well as valuable arrangements with other
financial advisors who I associate with -- to be able to offer
solutions to you that few others can offer.
No
matter what it may be -- a problem real estate situation; an
inherited IRA that someone tells you will have to have taxes
paid on it before they put it in your name; a life insurance
policy that seems outdated; shopping for a fixed annuity to
get the best interest rate or guaranteed monthy income; or an estate issue at death --
all of these situations are common in my every day work.
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Are My Consulting or Sales Services: |
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REALTOR:
Professional Investor Consultant, Retirement Advisor & and
Estate Homes Consultant
There are a lot of good real estate agents in Arizona. Over 70,000 to be
exact. That's a lot of people to choose from! However,
few have over 42 years of experience I have in overall financial
decision making with clients, which is a huge benefit to you. lf you choose me as your professional
Realtor to help you buy your
dream home or sell your current home, I will represent you
aggressively in any task given me.
And when it comes comes to investment property, buying investment
property inside your current 401(k) or IRA plan, or listing an
estate home or property... well the
crowd thins down to just a few qualified Realtors in Arizona who have
the "depth" and experience in those areas. Just know I
am specialized and "active" in all of these advanced fields of real
estate sales.
My perspective while representing you as a professional
Realtor helps keeps the "surprise" factor limited, which in turn
gives more peace of mind and less stress during the buying or
selling process. And, because I can draw on vast knowledge of how taxes, legal and insurance issues
affect your purchase or sale, you directly will benefit from my past
experience. Both personal and investment or commercial property guidance
is available so you can tackle the
complicated opportunities that await you.
Visit my traditional real estate site to look at local listings,
resource on important topics, or to leave me your "dreams" so I
can help you make them come true at:
For those seeking advanced topics such as how to buy real
estate with your IRA, when is right time to take the gain on
your main home, or to discover how much you can save on your
income taxes with investment properties, here is an
additional real estate related website for you to learn
more:
Tax Smart Real Estate Investing
Safety matters. What is more
safe than investing in real estate over a 50 to 100 year time
period time horizon? If
you let me provide professional
financial consulting services through my Arizona firm, Financial
Strategies, Inc. and assist you as your professional Realtor*
-- you will never
look for anyone else in the future.
* Realty One
Group is not associated with Financial Strategies, Inc. M.D.
Anderson provides real estate services separately from his own firm
as an independent Realtor of Realty One Group.
  
AZCLDP: Arizona Certified Legal
Document Preparer
Let me prepare the proper
estate planning legal documents you need as your Arizona certified legal document
preparer (AZCLDP). My "Legacy Trust Portfolio" can help
all Arizona residents avoid delays and those
public records published after death. The program we offer can lower estate expenses and
help you avoid other problems prevalent in estates that are not
planned properly.
Good legal documents that are "bullet proof" are
important and I am the type of legal documents preparer and
consultant who will draft the most current statutes and
comprehensive documents available so that they cover all the contingencies of life. Instead,
over 70% of Americans have outdated or out of state estate legal documents, or worse --
no legal documents at all! With the economy being a challenge, the
last thing you want to do is leave your spouse, children or other loved ones
destitute with a "bad" estate plan.
I have prepared hundreds of Arizona
estate plans, mostly living trusts, over the past 26+ years as a
document preparer. Price is no guarantee of quality in legal
documents, but one thing is for sure -- my pricing is fair and
honest and and you will get professional documents that are
legally correct and effective when you need to use them.
Please don't let
"bargain" pricing throw you from competitors. It is very true that you get what you
pay for in goods and services as a general rule. "Cheap" legal
documents in Arizona are most often - improper, the wrong forms, or
worse, a ploy to learn more about your assets so the salesman can
try to sell you a high priced annuity! (The Arizona Attorney General is
aware of this ploy they use by drafting legal documents just to get
in YOUR front door).
You will want
to make sure you do business with a quality firm and an AZCLDP in
good standing with his or her governing board.
And if you need legal advice, let
our firm make the referral for you to a qualified estate planning
lawyer. I am standing by to provide
professional financial consulting services as
your Arizona certified legal document preparer. And after
using my legal document preparation services, I am quite sure you will never look for
anyone else in the future.
TRUST
CONSULTANT: Arizona's
Premier Non-Lawyer Prepared Living Trust Portfolio
You can buy a cheap trust here in Arizona. Most
cheap trusts live up to their
price level... and nothing more. Some lawyers will
discount the price and others are fairly reasonable priced. And a few,
overcharge for work that just isn't that good. So, you have to shop
around. A few great lawyers charge
a lot but deliver "valid" documents that actually protect you from
probate, bad advisors, investment loss's, lawsuits, inherited IRA
surprises, high taxes, unknown future estate planning laws, etc.
If you have one of them, yes, the price
can run on the "high" side to get quality legal work,
but quality work and results can not be obtained by buying a "cheap"
trust!
Another choice
to save on the fees involved to obtain quality work, is to check out the difference between
using an AZCLDP versus an Arizona lawyer on this popular
informational website.
Though Financial Strategies, Inc. is not a law firm, it serves as a corporate AZCLDP firm
delivering a quality portfolio few firms (law firms or not) can
duplicate at the pricing level we charge for our services. This free informational site gives you content that is current and
motivational - so that your current trust can avoid failure upon
your disability or upon your demise.
Sadly, many trust their
trust to perform when they need it most, but have ignored proper
funding and proper updating that all but ruins their chances to do
the two things they bought it for: 1. To Avoid Probate and 2.
To Avoid Public Probate display of their assets. (update services for
current FSI trust owners are
discounted and for others, they are reasonably priced) Or, if
you are now starting from scratch to create a new living trust
portfolio, this site has all the information to help you make good
decisions.
I
personally invite you to find out what
a certified legal document preparer and nationally known trust
specialist can do for your
in preparing your important legal
documents. You can also hire me as your estate accountant to settle an Arizona trust estate as well as
any estate not in trust, even if it means it must go through the
probate process here in Arizona. I can also help you fund your
trust properly, with assets not yet in your trust instrument.
With over 100 client deaths
since inception,
my custom trust portfolio clients, as far as I know, have never had a trust enter into probate here
in Arizona since I started writing trusts back in 1991!
Let
me provide professional financial consulting services as
your certified legal document preparer, and you will never look for
anyone else in the future.
INHERITED IRA CONSULTANT: Nationally Recognized Inherited IRA Information Site
Sadly, many get into a bad position on inherited funds, because they
didn't call me first! It is isn't much fun to
realize that the IRS has a
lien on your IRA, 401(k), 403(b), SEP, Pension, or other qualified
funds accounts. This nationally recognized and popular information site
I sponsor and own will give you a chance
to protect against that lien being "exercised" upon your death" or
the "death of a parent or grandparent".
No matter who has left you as a
beneficiary (heir) to
a large inherited IRA type account, getting a professional opinion
BEFORE taking action is a smart move. My
professional financial
consulting in this area has allowed me to be hired by estate
managers of numerous wealthy families here in the United States as
well as around the world for ex-patriots.
Just as an example of
how poor most financial advisors perform in this area of finance, 401-(K) Account owners born before 1936
who are NOW DECEASED, may be eligible for IRS approved 10 year averaging if they do cash
the money in. Often, no one tells them in time and greedy
financial advisors seem to direct heirs to just "cash in" and invest
the difference with them. That is
the kind of information YOU should know about early on and exactly
the kind of information you will find on my inherited IRA content rich
website.
Others leave IRA money to their living trust and
the surviving heirs are often told by advisors that they will have to withdraw
and pay the taxes on the funds soon after the death. Some advisors
or IRA custodians will tell you to get an
expensive IRS "Private Letter Ruling" BEFORE
they can help you reset the RMD's (Required Minimum
Distributions) into the often younger ages of the trust
beneficiaries.
Once retained and working for you,
I help you cut to the chase and sort the wheat from the chaff in a matter
of hours, so you WILL KNOW what is real and correct. A lot of
former financial advisors get fired after I am hired and discover
they have given you bogus advice, or worse, outright illegal
statements just because they want a new commission on your newly
inherited retirement dollars.
Many times, no options are given at all
to heirs or estate managers. Heirs are
told they have to pay taxes on the funds in order to get them in
their name. Or the "five year" rule is applied when it doesn't
even apply. (never applies if decedent died and was over 70 1/2
in age) ALL of
these situations are the greatest areas of malpractice going on in
the inherited qualified funds advisory field today! Don't be a
victim of bad advisors, or
allow your heirs to end up in our self proclaimed "Inherited IRA
Hell".
I am
published nationally
in multiple media publications showing my
expertise in this area of financial practice. SAVE YOURSELF OR YOUR HEIRS
FROM TROUBLE --
let me provide professional financial consulting services on any large
inherited IRA question you may have, BEFORE you take action. You will
never look for anyone else in the future when it comes to questions
on inherited IRA accounts.
FREE ESTATE SETTLEMENT INFORMATION: Arizona's
Most Comprehensive Free Estate Settlement Information Site
You
can take your estate settlement needs to a lawyer and he or she will farm out
all of the tax work most likely to a local accounting firm, bring in insurance
and investment specialists for those areas of expertise they usually have little
training or experience in, as well as connect with a Realtor® you may not know to
refer the home, business or investment property out for the real estate
listing.
For this, you may get the privilege of paying the full firm's billing
rate as high as $ 500 per hour!
Or you can check out my estate
services packaged so you can have one advisor and save thousands of dollars in
settlement fees. No, I can't give legal advice, but I am well
connected to give a referral to a lawyer should that need arise.
Here,
is my "give back" for those wanting to try and settle an Arizona
estate by themselves. The most comprehensive free information on the
internet for Arizona residents awaits you. Use me as
you need
to fill in the gaps while YOU do all the work you can on your own as the
appointed Trustee/estate
manager. You will never look for anyone else in the future, when it
comes to questions on settling an Arizona estate.
Professional tax consulting, advisory and
preparation for individuals and estates is my specialty in my tax
practice. For individuals, I specialize in self employed
individual taxpayers who file IRS schedule "C".
For estates, I assist and
file IRS Form 1041 for trusts and estates that are required to file
after the death or disability of a taxpayer.
(And state versions when applicable) As an
IRS approved
ERO, (Electronic Return Originator) corporate
firm, fast submission and refunds are possible when electronic
deposits are authorized for deposit into your bank account.
I will keep you up
to date on the filing and refund process so you know exactly when your refund will be deposited into your bank account! (for
those who get refunds)
Practicing as an accounting firm since 1988 and since 1990 with my
current firm, Financial
Strategies, Inc., the years of experience guarantee you have a sharp
tax preparation experience. (No learning experience with a
rookie...)
This year for 2018 returns and
beyond,
let me do the work for you. Or, if you have past due returns
pending, let me help you get caught up before any REAL trouble comes
your way. I do that a lot for clients who find me and hire me,
usually by referral. Don't let distance matter either. My services cover tax consulting and
tax preparation
throughout the United States as well as for U.S. citizens living in
foreign countries.
Lastly, don't let price stop you either. If you are
organized, our fees are very similar to name brand name tax firms and
many times, our clients report we charge a lot less! You
will never look for anyone else in the future, when it comes to
finding a good "tax man", once you hire me to do your tax returns.
YOU MAY BE GOING
THE WRONG WAY IN YOUR INVESTMENT PORTFOLIO: Learn Why Real Estate
May Be the Answer Now!
My warning is about a potential currency crisis so you can build a
defense against it before it happens. With a defense, you can
convert your paper dollar based investments into suitable safer
"HARD ASSET" replacement
investments
BEFORE the
crisis hits.
Delaying or doing nothing on this pending risk to your current net
worth means you will risk becoming a VICTIM
and may miss becoming a VICTOR.
In fact, it pretty well guarantees if
you snooze on this one you may lose. A
quick look at this clock,
may wake you quickly...Next comes inflation and then super
inflation. Are you ready for a catastrophic MASSIVE
change that some experts predict is coming to America? Read
about
five (5) concepts to help you
protect what you have worked so hard for.
So, Why
Use Me?
I have mastered all of the areas I practices in. As a smart, professional Arizona based advisor,
I offer the most high
quality multiple financial services performed by any ONE Arizona advisor!
My 42+ years of knowledge and
experience exceeds most other advisors still active in just one field of financial
services
practice. My estate settlement services
as estate accountant/consultant help save thousands of dollars normally paid out to high priced
law firms, for clients here in Arizona.
Regarding
annuities, don't let the stockbrokers out there fool you.
They have their place and only a fool puts all his or here money
in variable investments.
Laddered
strategies in
annuities, guaranteed income annuities, retirement income planning, as well as locating and consulting on
investment real estate decisions are areas you should get consultant help before
you invest, not after.
Also, I can help you if you inherit
a large IRA as a practicing accountant and tax consultant since
1988. Don't let some un-informed advisor cost you an
immediate tax bill on a larger Inherited IRA account. Let me show you how
to stretch the IRS payments for decades!
And, if you are concerned about the economy and where we
might be heading, I am a "hard asset" real estate advisor.
ALL financial advisory is filtered
through a tax "screen" to be sure it is equitable "after taxes". Few
financial advisors practice and master just one occupation let
alone the (4) financial occupations I currently practice in.
Benefit from what I know by taking the first step and contacting
me.
I want to hear what is
bothering you?
Contact Information:
1-800-782-2806
(Local Phone: 480-345-1616)
Or
E-mail me -
mdanderson@webfsi.com
Read What
My Clients Think - CLIENT TESTIMONIALS
Note: To make
a direct online credit/debit payment to FSI or M.D. Anderson, use:
FSI SECURE CREDIT OR DEBIT PAYMENT PORTAL
Copyright© 2005-2018, Financial Strategies,
Inc., All Rights Reserved
 
M.D. Anderson is President of Financial Strategies, Inc., An Arizona
Financial Based Corporation for the past 28 years
M.D. Anderson is separately, a professional Realtor with:
  
Designed To Inform, Encourage and Cause Action by: Anderson
Intelligence
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