Premier Client Services Group

 

Premier Client Services Group, a uniquely suited division within Anderson Financial Services, provides services to affluent small business owners with a net worth, generally speaking, of greater than $5 million or more. 

 

Specifically, we provide sophisticated services using a cadre of internal and external partners/affiliates in disciplines involving small business/family consulting, investments, insurance, charitable planning, bookkeepers, accountants, and attorneys. 

Due to the highly customized nature of our services within PCS and to determine if you are eligible, please contact us at 833-DIAL-AFS extension 0 or by emailing us at Referrals@AFSPlan.com

 

Our Approach


We spend a large amount of time getting to know you, family, key professional advisors, etc so we can learn how we could best serve your needs. As a result of our advanced consultation you will be able to focus more time on activities that provide value and in which you are keenly interested.

Our Services


While all PCS clients have specifically tailored services we offer the following via internal or external associates:

Financial Consultation
Family Management Consultation
Tax Planning (via strategic alliance)
Estate Planning
Legal Services (via strategic alliance)
Insurance/Risk Management Planning
Family/Business Succession Planning
Charitable Planning

Need More Help?

Contact Us For Additional Services.

Monday-Thurs 8am-5pm PST

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