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.

 

January 18-19, 2019
Las Vegas, NV
“Winning Financial Advice”

January 25-27, 2019
Las Vegas, NV
“Winning Financial Advice”

January 25-27, 2019
Las Vegas, NV
“Advanced Financial Strategies For High Net Worth Families”

January 31, 2019
Las Vegas, NV
“Strategies for Tax Day”

February 11-12, 2019
Las Vegas, NV
“Investing for Smarties”

February 22-24, 2019
Dallas, TX
“Real World Investing”

March 4-6, 2019
Las Vegas, NV
“Winning Financial Advice”

March 4-6, 2019
Las Vegas, NV
“Winning Financial Advice”

March 11-12, 2019
Las Vegas, NV
“Money Matters”

April 8-10, 2019
Las Vegas, NV
“Financial Secrets of the Rich and Famous”

April 18, 2019
Las Vegas, NV
“Tax Mistakes YOU Probably Make”

April 25-26, 2019
Las Vegas, NV
“Charitable Giving That Makes You Rich”

May 10-12, 2019
Las Vegas, NV
“Money Matters”

May 13-14, 2019
Las Vegas, NV
“Retirement Riches”

June 13-14, 2019
Las Vegas, NV
“Rich Ideas”

June 13-14, 2019
Las Vegas, NV
“TaxWise Investing”

June 24-26 2019
Las Vegas, NV
“Money Matters”

June 29, 2019
Seattle, WA
“Retirement Secrets of the Rich”

July 19-20, 2019
Las Vegas, NV
“Whisper Secrets of the Wealthy”

August 15-16, 2019
Las Vegas, NV
“Financial Secrets of the Rich and Famous”

August 23-24, 2019
Las Vegas, NV
“Charitable Giving That Makes You Rich”

August 29-31, 2019
Dallas, TX
“Winning Financial Advice”

October 17, 2019
Las Vegas, NV
“WealthWise”

October 21-22, 2019
Las Vegas, NV
“Money Matters”

October 24, 2019
Seattle, WA
“The New Family Office”

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”

January 18-19, 2019
Las Vegas, NV
“Winning Financial Advice”

January 25-27, 2019
Las Vegas, NV
“Winning Financial Advice”

January 25-27, 2019
Las Vegas, NV
“Advanced Financial Strategies For High Net Worth Families”

January 31, 2019
Las Vegas, NV
“Strategies for Tax Day”

February 11-12, 2019
Las Vegas, NV
“Investing for Smarties”

February 22-24, 2019
Dallas, TX
“Real World Investing”

March 4-6, 2019
Las Vegas, NV
“Winning Financial Advice”

March 4-6, 2019
Las Vegas, NV
“Winning Financial Advice”

March 11-12, 2019
Las Vegas, NV
“Money Matters”

April 8-10, 2019
Las Vegas, NV
“Financial Secrets of the Rich and Famous”

April 18, 2019
Las Vegas, NV
“Tax Mistakes YOU Probably Make”

April 25-26, 2019
Las Vegas, NV
“Charitable Giving That Makes You Rich”

May 10-12, 2019
Las Vegas, NV
“Money Matters”

May 13-14, 2019
Las Vegas, NV
“Retirement Riches”

June 13-14, 2019
Las Vegas, NV
“Rich Ideas”

June 13-14, 2019
Las Vegas, NV
“TaxWise Investing”

June 24-26 2019
Las Vegas, NV
“Money Matters”

June 29, 2019
Seattle, WA
“Retirement Secrets of the Rich”

July 19-20, 2019
Las Vegas, NV
“Whisper Secrets of the Wealthy”

August 15-16, 2019
Las Vegas, NV
“Financial Secrets of the Rich and Famous”

August 23-24, 2019
Las Vegas, NV
“Charitable Giving That Makes You Rich”

August 29-31, 2019
Dallas, TX
“Winning Financial Advice”

October 17, 2019
Las Vegas, NV
“WealthWise”

October 21-22, 2019
Las Vegas, NV
“Money Matters”

October 24, 2019
Seattle, WA
“The New Family Office”

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”

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.

Marco Sanchez, Esq.

Las Vegas, NV

Marco I. Sanchez is a licensed attorney in the states of Texas and Nevada. He began his legal career working for a law firm in Las Vegas, Nevada.

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.

Our Staff

Crystal Dodds

Las Vegas, NV
ADMINISTRATIVE ASSISTANT

Antonette Key

Las Vegas, NV
SENIOR CLIENT ACCOUNT MANAGER

Sarah Wen

Bainbridge Island, WA
EXECUTIVE ACCOUNT MANAGER

Pierre Le Dorze

Amherst, MA
ACCOUNT MANAGER

Angel San Juan

Davao City, Philippines
SENIOR ADMINISTRATIVE ASSISTANT

Lucinda Asuncion

Silicon Valley, CA
ADMINISTRATIVE ASSISTANT

Christine Spruill

Southlake, TX
ADMINISTRATIVE ASSISTANT

Our Locations

Offices in

Atlanta, GA

Bainbridge Island, WA

Cleveland, OH

Dallas, TX

Davao City, Philippines

Fremont, CA

Hilton Head, SC

Jacksonville, FL

Las Vegas, NV (3)

Plano, TX

Silicon Valley, CA

Tacoma, WA

Tacoma Office

732 Broadway, Suite 201
Tacoma, WA 98402
Phone: 833-DIAL-AFS (833-342-5237)

Email: contact@afsplan.com
Monday-Thursday 8:00 AM – 5:00 PM (Pacific)

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Location Map

Tacoma Office