Business Details
36 Years
experience
Your Trusted Financial Partner in Phoenix, AZ
Financial Strategies, Inc. has been a trusted partner in financial consulting and sales since 1990, serving Arizona clients with comprehensive solutions tailored to individual needs. Our expertise spans traditional and alternative investing, retirement and estate planning, and professional tax consulting, all designed to minimize stress and maximize financial outcomes. With over 34 years of experience, we combine deep industry knowledge with personalized service, ensuring clients receive expert guidance in complex financial matters. Our team, led by President Michael Anderson, offers multi-disciplinary financial services under one roof, backed by decades of practice and a commitment to integrity. Client testimonials highlight our ability to resolve probate-related challenges, reduce tax liabilities, and create customized estate plans, including specialized trusts for unique family needs.We prioritize transparency, affordability, and long-term client relationships, demonstrated by our cost-effective trust portfolios and proactive advisory approach. Our work with international clients and collaboration with legal professionals underscores our reputation as a leader in financial strategy. By integrating tax planning, investment management, and estate services, we empower clients to achieve financial security while avoiding common pitfalls. This dedication to holistic, client-centric solutions has solidified our position as a trusted advisor in Arizona's financial services industry.
Services
Financial Consulting
Tax Planning
Estate Planning
Investment Management
Trust Services
Retirement Planning
Probate Assistance
Annuity Solutions
Details
- Year established: 1990
Highlights and features
- 34 years of experience in financial consulting and tax planning
- Comprehensive services including estate planning and investment management
- Proven expertise in reducing client tax liabilities
- Client testimonials highlight exceptional probate and trust services
- Affordable, transparent pricing for estate and trust solutions
What people say
Extremely knowledgeable
Saved monetary value
Proactive approach
Peace of mind
Exceptional probate services
Services
Estate Planning
Customized estate plans and trust portfolios help clients avoid probate while ensuring assets are distributed according to their wishes. Our solutions include specialized trusts for unique family situations, such as special needs beneficiaries. With over 34 years of experience, we provide cost-effective, legally sound strategies that adapt to changing laws and personal circumstances.
Tax Consulting
Comprehensive tax planning and preparation services focus on minimizing liabilities through strategic deductions and compliance strategies. Our team leverages decades of experience to identify savings opportunities while ensuring accurate filings. Clients benefit from coordinated financial services that optimize tax efficiency across investments, estates, and retirement accounts.
Investment Management
Traditional and alternative investment solutions tailored to risk tolerance and financial goals. We guide clients in selecting diversified portfolios while emphasizing principal protection. Our expertise includes fixed indexed annuities that provide guaranteed lifetime income, helping retirees avoid market volatility while securing stable returns.
Probate Assistance
Streamlined probate and trust settlement services reduce legal fees and administrative burdens for heirs. We handle complex documentation, asset distribution, and tax implications with precision, ensuring smooth transitions during difficult times. Clients appreciate our transparent pricing and proactive communication throughout the settlement process.
Retirement Planning
Holistic retirement strategies focus on sustainable income generation and asset protection. We help clients navigate Social Security optimization, pension planning, and tax-efficient withdrawals while incorporating long-term care considerations. Our goal is to ensure financial security throughout retirement without compromising quality of life.
People
Michael Anderson
President
President of Financial Strategies, Inc. with 34 years of experience in financial consulting, estate planning, and tax reduction. Recognized for creating innovative trust portfolios and providing personalized solutions for complex financial situations. Holds international consulting partnerships and specializes in probate-related matters.
Questions
What financial services do you specialize in?
We specialize in estate planning, tax consulting, investment management, probate assistance, and retirement planning tailored to individual client needs.
How long has Financial Strategies been in business?
We've provided financial services since 1990, with President Michael Anderson offering personalized solutions for over 34 years.
Can you help reduce my tax liabilities?
Yes, our tax consulting services focus on strategic planning to minimize liabilities while ensuring compliance with current regulations.
Do you offer estate planning for special needs families?
Yes, we create customized Special Needs Trusts to protect assets while maintaining government benefit eligibility for beneficiaries.
What areas do you serve?
Primarily Arizona, including Phoenix, Mesa, and Sun Lakes, with experience handling international estate matters.
How are your fees structured?
We offer transparent pricing with competitive rates for trust portfolios starting at $1,000 and customized solutions based on complexity.
