M.D. Anderson Consulting
Consulting division of Financial Strategies, Inc., an Arizona Financial Services Corporation
Providing High-Quality Arizona Financial Consultancy
For Over 28 Years
My Firm approachs each problem with three essential elements: strategic thinking, creative solutions, and proven results.
Services by Appointment
Monday- Friday
Call Us
+1-800-782-2806
Email Us
service@webfsi.com
What We Think Is Just Common Sense
We believe the return of your money
is as important as the return on your money.
Our strategies are unique from many other advisors. We support risk averse (safety first) investing in stable high rated insurance company Index Option Fixed Annuities. Building retirement income with guaranteed lifetime income.
We support real estate investing for hugh tax benefits and long term growth and retirement income. And, we highly suggest you plan your estate now before the "system" takes over and ends up becoming one of your heirs. (Probate/high legal fees/income tax mistakes, etc.)
Arizona Real Estate
Investments
Inherited IRA Consulting
Arizona Living Trust Portfolios
Arizona Estate Settlement Services
Need A Notary? Hate the High Fees?
Michael Anderson is also an Arizona Licensed and Insured Notary Public
IMPORTANT DISCLOSURE: Financial Strategies, Inc. is an Arizona licensed certified legal document preparer firm (AZCLDP) under license # 80738, and Mr. Anderson practices indivisually under license #80737. FSI is also an insurance brokerage firm under Arizona License #3777. Additional services are provided by FSI owner M.D. Anderson as an IRS Tax Preparer under PTIN ID # P00281346 and FSI is an approved IRS E-file originator firm. Mr. Anderson is also an Arizona Realtor® under Arizona Real Estate License #SA534235000 and represents Realty One Group as a professional Realtor in the Gilbert Arizona branch office. Mr. Anderson is also a Licensed and Insured Arizona Notary. Mr. Anderson is a former Securities Representative and Registered Investment Advisor Representative practicing for many years in those field. FSI also provides estate, tax, business, computer consulting, and assists clients wanting to purchase precious metals (consulting only), and other hard assets. Crypto coin investing and tax reporting is also a new service of FSI. Also Mr. Anderson is a nationally known Inherited IRA consultant and has been published in many national print and/or online publications.
CONSUMER NOTE REGARDING LEGAL DOCUMENT SERVICES:
Financial Strategies, Inc. is an Arizona Certified Legal Document (AZCLDP) Preparation firm, certified and supervised by a committee of the Arizona Supreme Court. The main reason some desire to use an AZCLDP instead of an attorney is when no actual legal advice is needed. The difference in billing rate for most AZCLDP's would be 50% or less than most legal firm rates. FSI can assist in research, procedural assistance and give general legal information so that you can decide which legal documents you would like prepared for you. An AZCLDP firm and certified associates cannot represent you in court. AZCLDP firm and certified associates are not lawyers, are not employed or supervised by a lawyer, and cannot give legal advice. Communications with an AZCLDP firm and certified associates are private and confidential but not privileged as they are with an attorney.
We Are a One Stop Financial Consulting Firm
Take Our 3 Steps to Success
Life is busy. Isn't it time you discover just "one" advisor to consult with on all your financial needs and services? Michael Anderson, President of Financial Strategies, Inc. has mastered all five (5) of his professional financial services and served his Arizona clientele for decades.
1Identify the Questions you have that need answers.
Pay off the mortgage? Buy investment real estate? Lower your taxes? Choose the right retirement options? Set up a lifetime giving program? Buy a million dollar life insurance policy? Roll over your retirement plan at retirement? Get out of the stock market and into Lifetime Guaranteed Income?
Not matter what the questions are, M.D. Anderson can assist you and find the right answers you desire.
2Set a No Fee Appointment With No Obligation
You can explore the possibilities personally with M.D. A free 1/2 hour consulation (valued at $120 @2024 FSI billing rates)
3If your no cost appointment was pleasing, go ahead and schedule the time for as many services you desire assistance in with M.D.'s firm, Financial Strategies, Inc.
Noting: Retainer fees are required on some services
Contact Us
Get in touch!
About Us
Our Mission
FSI Resources
Brand Assets
Contact Us
800-782-2806
mdanderson@
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