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.

June 26 2018
Syracuse, NY
“Tax Free Income Options”

August 6-8, 2018
Las Vegas, NV
“Introduction of The GrapheneSystem(tm) “

September 22-23, 2018
Las Vegas, NV
“Profitable Non-Profits”

October 8-9, 2018
Location: TBA
“THE ESSENTIALS OF YEAR END PLANNING”

November 16-17, 2018
Las Vegas, NV
“Advanced ESSENTIALS of Year End Planning.”

July 16-17 2018
Las Vegas, NV
“ADVANCED QUALIFIED PLAN STRATEGIES”

August 10, 2018
Seattle-Tacoma Area
“ADVANCED PRIVATE FAMILY OFFICE CONCEPTS” (Minimum net worth $10 million)

October 5-7, 2018
Las Vegas
“Advanced Tax Free Income Planning”

October 29-30, 2018
Las Vegas, NV
“SMART Retirement Planning”

December 3-5, 2018
Las Vegas, NV
“Tax Free Income Options”

July 20-21 2018
Las Vegas, NV
“SMART Retirement Planning”

September 17-19, 2018
Las Vegas, NV
“Advanced Tax Free Income Planning”

October 8-9, 2018
Las Vegas, NV
“A Roundtable Discussion with AFS”

November 3-4, 2018
Las Vegas, NV
“Advanced Tax Free Income Planning”

June 26 2018
Syracuse, NY
“Tax Free Income Options”

July 16-17 2018
Las Vegas, NV
“ADVANCED QUALIFIED PLAN STRATEGIES”

July 20-21 2018
Las Vegas
“SMART Retirement Planning”

August 6-8, 2018
Las Vegas, NV
“Introduction of The GrapheneSystem(tm) “

August 10, 2018
Seattle-Tacoma Area
“ADVANCED PRIVATE FAMILY OFFICE CONCEPTS” (Minimum net worth $10 million)

September 17-19, 2018
Las Vegas
“Advanced Tax Free Income Planning”

September 22-23, 2018
Las Vegas
“Profitable Non-Profits”

October 5-7, 2018
Las Vegas
“Advanced Tax Free Income Planning”

October 8-9, 2018
Location: TBA
“THE ESSENTIALS OF YEAR END PLANNING”

October 8-9, 2018
Las Vegas
“A Roundtable Discussion with AFS”

October 29-30, 2018
Las Vegas
“SMART Retirement Planning”

November 3-4, 2018
Las Vegas
“Advanced Tax Free Income Planning”

November 16-17, 2018
Las Vegas, NV
“Advanced ESSENTIALS of Year End Planning.”

December 3-5, 2018
Las Vegas, NV
“Tax Free Income Options”

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 I. Sanchez

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

Orlando, 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

Amy Kasprzyk

Tacoma, WA
SENIOR CLIENT ACCOUNT MANAGER

Crystal Dodds

Las Vegas, NV
ADMINISTRATIVE ASSISTANT

Antonette Key

Las Vegas, NV
SENIOR CLIENT ACCOUNT MANAGER

Angel San Juan

Davao City, Philippines
SENIOR ADMINISTRATIVE ASSISTANT

Sarah Wen

Bainbridge Island, WA
EXECUTIVE ACCOUNT MANAGER

Katelyn Whittemore

Las Vegas, NV
ACCOUNT MANAGER

Our Locations

Offices in

 Las Vegas, NV (3)

 Tacoma, WA

  Plano, TX

  Cleveland, OH

  Jacksonville, FL

 Atlanta, GA

 Bainbridge Island, WA

 Dallas, TX

 Davao City, Philippines

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