Long Term Adviser and
Hello! 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
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