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Updated about 6 years ago on . Most recent reply
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Know Clint Coons at Anderson? Seems like an experienced Good Guy
Anyone have experience with the Anderson Advisors team and Clint Coons?
He seems like an experienced guy with great enthusiasm for the Real Estate and Asset Protection practice.
If you can share any direct experience with Anderson/Clint designing asset management structures or setting up LLC's I would appreciate it.
Thanks and kind regards,
John
Most Popular Reply
I have not worked with Clint directly, but I do use Anderson Business Advisors for and legal and tax advice/issues. There are separate fee structures for each component (taxes/bookkeeping and legal), and you pay a fee up front and then a monthly retainer. I have been working with them for about 8 months now. They set up both of my entities and helped me navigate which entities were best for protecting my business and my family/personal assets.
Overall, I have been very happy with the services they provide. I have received prompt and courteous service even on short notice items. I have been able to consult with my advisor when needed, or submit questions for general review/assistance via their client portal. There are also a lot of opportunities to further your education regarding tax and asset protection, which is helpful. Lastly, they have a large database of contracts, agreements, documents, etc. you might need as a real estate investor. You can download them, make any changes, and then request someone to review it for your specific needs.
I hope that helps.