Information Last Updated: 11/08/2022 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.

Thanks for stopping by.  No matter what may be bothering you about your finances or situation -- 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 45+ 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tells you will have to have taxes paid on it before they put it in your name; a life insurance policy that seems outdated or overpriced; shopping for a fixed annuity to get the best interest rate or guaranteed monthly income; or an estate or trust issue at death -- all of these situations are common in my every day consulting work load.

Here Are My Consulting or Sales Services:

REALTOR:  Professional Investor Consultant, Retirement Advisor & and Estate Homes Consultant

       There are a lot of good real estate agents in Arizona.  Over 90,000 to be exact.  That's a lot of people to choose from!  However, few have over 45 years of experience I have in overall financial decision making with clients. My EXPERIENCE is a huge benefit to you as my client. 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 and consulting.  

      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: 

MDAndersonRealEstate.com

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     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, these advanced real estate subjects are common areas covered in private consulting sessions available with M.D. Anderson.
    
* 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 Contractor/Realtor of Realty One Group.

       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. 
     
      I have prepared hundreds of Arizona estate plans, mostly living trusts, over the past 29+ 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 fool 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 or life insurance policy! (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.

      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. And the blog articles alone will bring you up to speed on current trends in estate, tax, insurance and retirement planning.

      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/estate/retirement specialist can do for you in preparing your confidential and important estate planning 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 as a trust consultant, with assets not yet in your trust instrument.       

     With over 125 client deaths since inception, my custom trust portfolio clients, as far as I know, only one family had to enter into probate here in Arizona since I started writing and delivering professional trust portfolios way back in 1991! (His much younger new wife wrongly convinced him to remove assets from his living trust) Let me provide professional financial consulting services as your certified legal document preparer, and you will never look for anyone else in the future.

       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". 

      People tend to ignore outside financial advice until they lose money, fall into a financial abyss, get  sued, or suffer some other type of financial calamity (divorce, death of a spouse, etc.).  I have mastered all of the areas I practice in and have practiced as a well known, smart, professional Arizona based advisor, I am confident that I offer the most high quality multiple financial services performed by any ONE Arizona advisor in Arizona!  My 45+ 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 as long as possible (limited under new law for January 1, 2020 deaths and thereafter for non spouse beneficiaries). And, if you are concerned about the economy and where we might be heading, I am a "hard asset" real estate advisor. 

     Your health, wealth and happiness has never been more important than now to protect, build on and secure in a time of world wide pandemic issues scaring so many and causing them to freeze up and fail to continue the quest to do whatever it takes to not only survive but thrive no matter what comes next.

     ALL financial advisory is filtered through current events and circumstances as well as a tax "screen" to be sure investment choices are equitable "after taxes".  Few financial advisors practice and master just one occupation let alone the (4) financial occupations I currently practice in and have mastered. Benefit from what I know by taking the first step and contacting me for a no obligation chat.

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Designed To Inform, Encourage and Cause Action by:  Anderson Intelligence