Last Updated: 05/03/2017
 
AAbout FSI and M.D. Anderson

 Long Term Adviser and Company

M.D. Anderson in Chandler AzHello! I am M.D. Anderson, a long-term financial advisor originally from Forest City, Iowa. I have been practicing estate planning and financial consulting now for over 40 years. FSI was incorporated in the early 90's here in Arizona.

As an AZCLDP, (Certified Legal Document Preparer), I am authorized and licensed to draft legal documents in Arizona. I am also a practicing accountant, licensed annuity adviser, nationally recognized inherited IRA consultant and a licensed real estate agent/Realtor with Realty One Group in Tempe, Arizona.

Because of my broad levels of practice and experience, few other Arizona document preparers would have the perspective I apply to client relationships. In addition, my associate, Dr. Saul S. Gefter assists in many areas of Financial Strategies, Inc. practices and services and is our company consulting lawyer for our proprietary FSI master trust portfolio documents.

Financial Strategies, Inc. celebrated it's 25th corporate year doing business in Arizona on July 4th, 2015!  I am proud to have delivered hundreds of trust portfolios to Arizona consumers.  All without one complaint ever! 

In fact, no professional complaints in multiple states of practice have ever been filed in my multiple financial occupations or practice for all 40+ years of total practice!  

HOW IMPORTANT IS THAT AS YOU NOW SEARCH FOR THE RIGHT FIRM TO DRAFT YOUR NEW TRUST  DOCUMENTS?  OR TO UPDATE A CURRENT TRUST?  OR TO HELP SETTLE  A TRUST NOW OR IN THE FUTURE?

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