IT TAKES A LIFETIME TO BUILD A
GOOD REPUTATION AND
ONLY A MINUTE OR TWO TO RUIN IT.
Recent news has provided
numerous examples of advisors, actors, athletes and politicians that
have compromised the trust others had in them.
I'm M.D. Anderson, a long
term and well known Arizona financial advisor. I fiercely guard my
reputation like a hawk! I always have and always will. I know
it is and remains -- MY MOST VALUABLE ASSET.
With that in mind, I ask you to trust me in a new client
relationship. You can have the luxury of reading my
to see I am who I say I am in my advertising; I don't make promises
I can't keep; and that my client's expectations are always exceeded
in any client relationship.
it matters -- you aren't going to see MY NAME
on a bone pile of countless Arizona advisors who forgot who they
were working for. It took 39+ years of hard work to say if you want
the BEST financial advisor you can engage in Arizona, YOU
WILL NEED TO CALL ME!
(No cost and no bill, I promise!)
M.D. Anderson's Personal & Corporate
Published Client Testimonials
on 9/30/08) "My
first interaction with Mike happened back in September
2005 approximately 1 month after my mother passed away
in Sun Lakes, Arizona. Mike had made my mothers living
trust some years prior to her death. I had copies of
bits and pieces of the trust my mother had sent me but
had never seen the whole trust until it was given to me
by her new husband of 8 months only hours after her
death. Being unfamiliar with the trust as well as
devastated by the sudden passing of my mother I went
through it briefly and hit what I felt were the high
points. It wasn’t until I arrived back in Spokane,
Washington that I sought out help ciphering through the
whole trust with the help of a reputable living trust
attorney. His initial charge to complete it all would be
between $15,000- $25,000. It was a fairly substantial
trust but I felt that was a bit over the top. I then sat
down and read it cover to cover and stumbled upon a
statement that said to contact Mike Anderson if any
problems were encountered reading the trust. So I
figured I’d contact him before proceeding forward of
course figuring another big price tag to get help!
Boy was I pleasantly
surprised after speaking with Mike for just a few
minutes and finding out he could take care of everything
for somewhere around $1000-$1500 depending on what
changes my mother had done to it. I sent the trust to
Mike. From that point on I never had any worries. Mike
kept in constant contact with me always keeping me
informed of what needed to be done and when and then he
took care of it. My mother (bless her heart) had made
quite numerous changes some on her own and some with
assistance from her new husband of 8 months. Most
changes were done by pencil scratch out and re-written
in new information. Mike was able to cipher through all
the legal and questionable changes that had taken place
and handled everything there in Arizona.
I felt so comfortable with Mike’s guidance and
knowledge I had him go ahead and make living trust’s for
both me and my wife. I have been in contact with Mike
over the last 3 years asking guidance when I make
additions and changes to my trust and he is always very
expedient and professional in getting back to me. I
cannot thank Mike enough for all the monetary value he
saved but more for all the mental grief he saved me.
Retired MSgt USAF
Max & Ellen
on 6/27/08) "I have
known Michael Anderson for some time as both a colleague and
as an associate of our 105 year-old Brazilian international
law firm, located in Rio de Janeiro. Mike and his Arizona
firm, Financial Strategies, Inc. has been contracted to do
strategic financial, tax, trust and estate planning and
development on behalf of an important and long-standing
client, a member of one of Brazil’s most famous families
with assets in Brazil and abroad .
I can personally attest to his business acumen,
sharpness of mind, outstanding professional abilities and
most importantly, his honesty, integrity and professionalism
in accomplishing the most difficult and complex tasks put to
him. Mike’s personal interest in the well-being and
concern for the client’s interests entrusted to him is
remarkable and noteworthy. His Estate Planning & Trust
Portfolio has become a model for others attempting to match
his efforts in producing such an important and meaningful
document to both clients, their heirs and family members.
Our office has constantly dealt
with professionals in all sectors world-wide over the years
and I can attest to that fact that
Mike is head and shoulders above them all. We look
forward to a continued and fruitful relationship with
Michael Anderson and his firm for years to come."
Saul S. Gefter, Esq.
U.S. Consul (ret.)
Member, D.C. Bar Assn.
Petrópolis, RJ Brazil
on 6/14/08): "It
was my mother, Berniece Robb, who first introduced me
to Michael Anderson. Mother's tax accountant
extraordinaire for a period of time, she became aware of
Mike's family trust preparation capabilities.
Contacting referrals, she received splendid encouragement
from individuals who had engaged Mr. Anderson in preparing
their trusts. Mother placed her confidence in Mike and
asked him to proceed with her estate. Soon after, as I
was a widow with three children, Mother encouraged me to do
the same. That was winter of 1992.
in April of 1996. As difficult as the loss was
emotionally, Mike stepped up to the plate (Mike
was only a phone call away), just as he informed us he
would and as the trust would. As successor to
Mother's estate, I had immediate access to her accounts,
including the ability to write checks for her funeral
expenses. There was no probate, no waiting, no need
for approval from brokerage houses and financial
institutions, and no added expenses. Everything was in
order and fell mercifully in place, thanks to Mike's
foresight in trust preparation.
updates may be necessary due to changes in the law (I have
had one), I can say with confidence that I have peace
of mind Mike will inform me of such changes and my children
will experience the same ease when it comes time to settling
my estate at my death. My children will know my final
wishes. Short of that, the individuals I have chosen
will have the trust tools (Powers of Attorney), to deal with
all health and financial issues should I be incapable of
In all sincerity, Thank you Mike
Anderson for offering me "Shaffer Family Trust" peace of
on 5/8/08): "Mike
Anderson has been handling our taxes for our small business
for about 20 years. He never keeps us waiting for answers
when we have questions about anything from taxes to finances
to real estate. He is very knowledgeable and we know
that we can trust his advice.
He recently did our
trust for our family and it was wonderful! He seems to
make it come alive by the way he represents the family in
personal ways by adding pictures of us and even our pets.
Mike makes our life run more smoothly and he does it at a
very affordable price."
and Dennis Malicowski
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