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.

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.”

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”

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

November 3-4, 2018
Las Vegas, NV
“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 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

Pierre Le Dorze

Amherst, MA
ACCOUNT MANAGER

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

 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

 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