Financial Strategies Inc

Financial Strategies, Inc. is a premier financial consulting and advisory service serving clientele in it's home state of Arizona as well as throughout the United States and a few foreign countries.

Since 1991, we have sponsored one of the best revocable living trust portfolio for Arizona clientele. Since 1998, we have provided inherited IRA (also called beneficiary IRA's) consulting to heirs who inherit larger IRA accounts and don't understand the tax issues involved.

Since 1988, we have provided professional accounting and tax consulting to our clientele both in Arizona, throughout the United States and again, also serving clients located in foreign countries.

Since 1990, we have provided professional life, health, and annuity consulting and sales. We currently specialize in offering "safe" investments that don't go down in value but instead -- can only go up.

Since 2002, we have provided real estate sales and listing services for our in state Arizona clientele.

Lastly, this last spring of this year, we added alternative investment consulting and sales in precious metals such as silver, gold and other metals so clients can find a safe haven during tough economic times.

Products Carried: Our legal documents are professional estate planning instruments. As a certified Arizona legal document preparer (AZCLDP), we are licensed and supervised by a special committee under the Arizona Supreme Court. Our "legacy" trust and will portfolios are extremely popular and have been provided to Arizona residents since 1991. We also provide estate settlement services, fixed indexed annuities,gold and silver coins and bullion, real estate sales, tax preparation, life insurance, and more!

Brands Carried: FSI Legacy Trust Series, Allianz Life Annuities, Lincoln Benefit Life and Banner Life for life insurance (many others available), The most popular coin and bullion silver and gold products such as Canadian Maple Leafs, Chinese Pandas, and U.S. Ladies.

Professional Affiliations: FSI is a member of the Arizona Independent Paralegal Association and is also honored to serve on the advisory board for Senior Market Advisor Magazine. President M.D. Anderson is also a member of the National Association of Realtors, the Arizona Association of Realtors, and his local chapter.

Languages Spoken: English and limited Spanish.

Payment Options: Cash, Visa, Master Card, American Express, Discover, Debit Card, Personal Checks, PayPal