Anderson Advisors experience

[Alex M.]

Anyone worked with Anderson Advisors tax/legal team ?

Does anyone have any good substitutes for them?  i.e. tax and legal under one roof for RE investing?

Thanks

[Anne Jenkins]

I have been a Platinum member and bought the whole Asset Protection shebang one year ago.    I have several observations good and bad.

As with lots of these kind of organizations there is a TON of up sells.   The first purchase is of course just the beginning of a long list of add on's.   Yep, they are all useful but egad they never stop.  Each of the programs pushes you to buy something new.  Yep they have value but it never seems that what you bought is enough and the initial price tag is a doozy.   This organization is the HOME DEPOT or WALMART of the Asset protection total business organization, tax reduction and throw in stock investing help you do it best advisors.    I find it overwhelming and irritating that the program doesn't have like a beginners, intermediate advanced area.  As I am constantly trying to master the basics while being bombarded with all the advanced stuff.   I would like to have gotten the basics down well before they tried to up sell me ad nauseam.  

My other bug a boo is the off hand remarks that if you have to economize on the services you shouldn't be there to start with.  WELL I had no idea until I got into the program about all the rest and alas if I had to do it over again I would likely investigate other options more closely.   I don't have an unlimited budget and need to make choices as to which are most important as I grow my business.  So... I have to economize on somethings in order to do others.  Just saying there is some pressure to buy.

IF you are in PA I highly recommend that you take a very close look at other options.  Anderson's asset protection hinges a lot on land trusts which are not a usable tool in PA.  There are work a round's that don't provide the same degree of anonymity and if necessary to implement down the road will be costly.  A LOT more costly than the original land trust method.  

I have had to repeatedly ask where we are in the process and there have been a number of times it has stalled. It has taken right at a year to get my Structure in place. A bit excessive but part of the problem was the PA land trust work around.

Second their program once implemented is hard to back out of.  So take the time to truly understand what you are buying before you get locked in.  

There are a load of nice services in the Platinum program including a opportunity to meet with a lawyer for free consultations  unlimited, same with tax questions and corporation questions and so on.   I have used the portal several times for these and have been satisfied.  Usually takes a few days to get answers.   There is also a daily live question and answer session you can log onto and get immediate answers to pressing questions.  They tout their forms library....well that gets a C- from me.  Not very comprehensive.  You can get for free ( that is no additional cost) a review of your contracts.   There is also a number of videos online to watch and on going classes.   ( with up sells of course).

I have unfortunately received some conflicting advice on the different venues which were later explained as there was no hard fast rule and so could be done different ways.   Would have been nice to have had the original answer tell me there were several ways to do it.

In summary,  not totally convinced I am getting a real bang for my buck but the total program has a lot to offer.  If you are new in the REAL Estate game you may want to just do the Platinum Program to get familiar with it and learn some of the concepts and reasons behind the programs BEFORE you actually start a Asset Protection Structure Implementation program.
It's a less costly way to see if is a good fit for you.