Regardless if you were personally invited by E-mail or letter to come, or you have come by your own initiative or online search, we want to say "Thank You" for coming to the center.  And, we want to welcome you to the most advanced information site pertaining to Arizona Estate Settlements, now on the internet!

First, we want to introduce our company to you. Financial Strategies, Inc. is a long term financial services corporation here in Arizona that offers multiple financial products and services to our clientele through just one conduit firm. This simply means you can reduce stress and dal with just one firm which will help you find other outside services when needed. We do the majority of your estate settlement tasks, if not all of them when hired.  But, we co-ordinate outside services when desired or necessary, such as getting a legal opinion.  Or having a home professionally inventoried.  Or just cleaned before selling it.

We now extend a hand to you in what we understand -- may be your time of need after losing a spouse, parent, sibling or other loved one.  Just tell us how we can help you or ask us questions. We will oblige your request if at all possible. 

Why Consider a Non-lawyer Instead?

M.D. Anderson, President of Financial Strategies Inc. wants you to discover why his estate settlement/financial advisory services are a smart alternative to law firm estate settlement services.  First, "proof" of his reputation is paramount for you to consider hiring him as your coach or as your main advisor to do the work.  A few testimonials given to him are published so you can have complete confidence in his abilities and what his clients think of him. Please take the time to explore them first at:

What Other FSI Clients Think

Second, few lawyers in Arizona are multi-licensed and if so, they don't necessarily practice in estate settlement services. Mr. Anderson and/or his firm are multi-licensed to be able to give you credible advisory in legal documents, real estate (residential, commercial, retirement accounts/IRA's, farms and land), insurance investments such as annuities, life and health insurance (claims for death benefits), qualified plans such as IRA's (and Inherited IRA's). Additionally, he is a professional estate accountant and registered IRS tax preparer and often handles complicated estate tax issues for his clients.  Mr. Anderson and his firm are also IRS ERO's (Electronic Return Originators)

Lastly, timing and location matter.  M.D. makes it easy.  If you desire, he will come to YOUR location at YOUR time schedule! (subject to his schedule)  Or, you can schedule a meeting in his office for the family to first meet and be given basic guidance instructions in settling an estate with the least amount of expense and delay.  Or stress. 

Here, on this website, you will learn more about our research and our various company financial services that can assist or benefit you. And, you will discover how we can assist you in your new position as the Estate Administrator, Executor/trix, or Trustee.  You will note in our pages that follow, all of these terms are covered by simply calling you the estate "manager". 

You have assets to protect right now and heirs to please.  You may even have a dual role as the estate  manager as well as being an heir. The treasure chest of your loved one recently lost has been firmly placed on your doorstep.  Even if you are a surviving spouse, chances are high that on top of the strain of the death of someone close to you, you must now try to figure out, just what's in that treasure chest. 

Understanding private mortgages, options, or numismatic coins may be over your head, if the treasure chest now in your possession contains sophisticated type investments.  Even the estate home or other real estate may be a challenge in light of what you read and hear on the news in our local communities. Being forced to manage something you haven't had much experience in is a starting realization. And a time to recognize that you are also empowered to seek professional help.  So, if you are keeping notes, please note that the deceased estate owner (or your spouse or other love one you have lost), did authorize you to get the help you need in his or her legal documents.  (Or you will soon be authorized by court order if now subject to probate)

Also, regardless of what kind of treasures you are now responsible for, we have to address the quantity of what you find as well.  For some, the estate treasure chest may be full and running over. For others, you may find it lacking in liquidity or even lacking in content due to recent financial downturns.  Regardless, we have designed our "Steps" process for you to get started in estate administration, even if you may feel that nothing needs to be done.  The Steps system will reveal some things you may not know that you are required to review and it will guide you.  And, professional advisors are ready, when you need to ask for help. If you choose us as your professional advisor, we sincerely promise to be as easy on your estate pocketbook as possible!

We know and understand that things may feel a bit unwieldy if it is your first estate settlement.  This is our corporate gift to you in your time of need.  We want the very best for you and wish you well.  But, it comes with our caution to remind you to be sure what you are doing BEFORE you start down the Steps process.  Just as someone can walk into a do it yourself hardware store and purchase bricks, mortar, and all the other tools to build a nice brick wall, few can actually do it right without proper training and experience.

Therefore, we offer these Steps assuming that you are just like that brick layer (to the right that is!) -- trained and experienced to do this all on your own without outside help.  And, just like the do it yourselfer trying to do a difficult building task, we again remind you that estate settlement procedures are sensitive, detail oriented and precise in how you perform them.  One badly laid brick in a wall can turn the remaining work into a disaster !!!The same can be true in just one misstep in doing your own estate settlement work. 

We clearly suggest you use the Steps as your guide while entrusting the difficult parts to professional advisors.  This way, everyone will be happy when you are done.  And, some will admire the finished work you have performed. (With a little help along the way that is!)

We know you don't have time to waste so before you start, we will give you the best reason why our research on Arizona deaths assists you even at the start.

The reason is that the very estate that you have been put in charge will share one of the fates depicted below, as our research on Arizona deaths can pretty well predetermine which steps you will now need to take.