Thank you for visiting Anderson Financial Services, LLC,
home of…

Anderson Financial devised a plan so my assets are simply all in one place, with HUGE tax savings, in a cost effective manner. I can’t think of a better firm for a small business owner to go for top-end, sophisticated retirement planning.

Erin H.

Small business owner

AFS saved my life!! I can sleep at night knowing my money is being taken care so I don’t run out of money in retirement.

Peggy M.

Small business owner

Events and Training Workshops

Learn from the best in the business at one of our exciting workshops held all over the country.

 

August 23-24, 2019
Las Vegas, NV
“Charitable Giving That Makes You Rich”
August 29-31, 2019
Dallas, TX
“Winning Financial Advice”

October 1-2, 2019
Las Vegas, NV
“New Retirement Ideas!”

October 17, 2019
Las Vegas, NV
“WealthWise”
October 21-22, 2019
Las Vegas, NV
“Money Matters”
October 24-26, 2019
Atlanta, GA
“Financial Secrets of the Rich and Famous”
November 7, 2019
NYC, NY
“Year End Qualified Plan Planning”
November 11-12, 2019
Las Vegas, NV
“Tax Free Income Ideas!”
November 15-16, 2019
Las Vegas, NV
“SMART Investing”
December 4, 2019
Las Vegas, NV
“Year End Qualified Plan Planning”

December 11, 2019
Las Vegas, NV
“TaxWise Investing”

August 23-24, 2019
Las Vegas, NV
“Charitable Giving That Makes You Rich”
August 29-31, 2019
Dallas, TX
“Winning Financial Advice”

October 1-2, 2019
Las Vegas, NV
“New Retirement Ideas!”

October 17, 2019
Las Vegas, NV
“WealthWise”
October 21-22, 2019
Las Vegas, NV
“Money Matters”
October 24-26, 2019
Atlanta, GA
“Financial Secrets of the Rich and Famous”
November 7, 2019
NYC, NY
“Year End Qualified Plan Planning”
November 11-12, 2019
Las Vegas, NV
“Tax Free Income Ideas!”
November 15-16, 2019
Las Vegas, NV
“SMART Investing”
December 4, 2019
Las Vegas, NV
“Year End Qualified Plan Planning”

December 11, 2019
Las Vegas, NV
“TaxWise Investing”

Our List Of Services For The Small Business Owner Includes:

  • Indexed Universal Life Insurance

  • Income Planning

  • Life Insurance (and audits)

  • Buy Sells

  • Fixed Annuities

  • Fixed Index Annuities

  • Single Premium Annuities

  • Key Person Life Insurance

  • Retirement Analysis

  • Long Term Care Insurance

  • Disability Insurance

  • Management Consulting

  • Indexed Universal Life Insurance

  • Income Planning

  • Life Insurance (and audits)

  • Buy Sells

  • Fixed Annuities

  • Fixed Index Annuities

  • Single Premium Annuities

  • Key Person Life Insurance

  • Retirement Analysis

  • Long Term Care Insurance

  • Disability Insurance

  • Qualified Plan Funding (and reviews)

Team of Senior Consultants

Erik Dodds

Las Vegas, NV

Mr. Dodds is the managing consultant and has over fifteen years of experience specializing in advanced retirement planning strategies.

Dwain Blake, CLU, FSCP, LUTCF

Statesboro, GA and Jacksonville, FL

Mr. Blake is a reformed engineer with over 20 years experience in the financial services industry and specializes in partnerships for small business owners.

Stephen Eppich, CFP

Cleveland, OH

Mr. Eppich has over 20 years in the financial services industry and specializes in life insurance and family trusts.

Priscella O'Shea

Fremont, CA Hilton Head, SC

I grew up in the Bay Area, raised 4 independent successful daughters. I love to travel and experience new cultures. I am known to be personable, analytical, independent, hard worker (or always working); professional.

Our Staff

Crystal Dodds

Las Vegas, NV
ADMINISTRATIVE ASSISTANT

Antonette Key

Las Vegas, NV
SENIOR CLIENT ACCOUNT MANAGER

Pierre Le Dorze

Amherst, MA
ACCOUNT MANAGER

Christine Spruill

Southlake, TX
ADMINISTRATIVE ASSISTANT

Lucinda Asuncion

Silicon Valley, CA
ADMINISTRATIVE ASSISTANT

Our Locations

Offices in

Atlanta, GA

Bainbridge Island, WA

Charlotte, NC

Cleveland, OH

Dallas, TX

Fremont, CA

Hilton Head, SC

Jacksonville, FL

Las Vegas, NV (3)

Plano, TX

Silicon Valley, CA

Tacoma, WA

Nevada Office

3225 McLeod Drive,  Suite 100 Las Vegas, NV 89121
Phone: 833-DIAL-AFS (833-342-5237)
Email: contact@afsplan.com
Monday-Thursday 8:00 AM – 5:00 PM (Pacific)

Location Map