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Out of the Valley -- Toll-Free Line: 1-800-782-2806
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Disclaimer: Financial Strategies, Inc. and Michael D. Anderson are each AZCLDP licensed in the state of Arizona as certified legal document preparers. The firm and Mr. Anderson can give general legal information under his licensing but can not give legal advice. If you need legal advice, please contact your current lawyer or request a referral from Mr. Anderson. AZCLDP's practicing in the state of Arizona are licensed and governed by a supervisory board of the Arizona Supreme Court. Information you give to AZCLDP's is confidential but is not protected in a "privileged" way as it is with a practicing and licensed Arizona lawyer. AZCLDP fees vary between firms and price is no guarantee of actual performance, quality of services or accuracy of legal documents created. But this is also true with practicing lawyers as well. An AZCLDP can prepare any legal document required for filing in any Arizona court, including probate court but they can not represent you in formal probate or any other court hearing or event. State provided "do it yourself" (self service) forms and procedures exist for simplified estate administration online should you desire to settle an estate without outside help or assistance. Whether you use an AZCLDP to prepare custom probate or other estate administration forms or do it yourself -- YOU will be required to file and pay all court filing fees when necessary, if not represented by legal counsel. Financial Strategies, Inc. and Michael D. Anderson are also licensed insurance agents and the firm serves as a broker for numerous life and health insurance carriers for Arizona residents as well as other state residents from time to time. Review of all insurance, annuity, health, or other contracts affecting the estate or estate heirs is allowed in the estate settlement process and advisory and claim filing advice as well because of this licensing. Additionally, Mr. Anderson is a licensed Realtor® with Realty One Group in Tempe, Arizona and maintains a professional private real estate office. Reference to this employing real estate broker is a distinctly separate service offered by Mr. Anderson as an individual employed by said broker and not by his own firm, Financial Strategies, Inc. Said broker is not associated in any way with the services being offered on this website and by the firm Financial Strategies, Inc. other than assisting in selling your residential and commercial estate properties. Any link on this website to said broker or profiling Mr. Anderson's Probate/Trust/Estate Real estate services are and remain separate from all other services profiled herein. Mr. Anderson is also a registered tax preparation firm with the Internal Revenue Service and practices as an IRS corporate tax preparation firm under Financial Strategies, Inc. Further, Mr. Anderson is an associate of a long term international law firm whose principle is a licensed D.C. lawyer. Said firm serves as legal advisor to Mr. Anderson and Financial Strategies, Inc. If any conflict of interest should arise in a client relationship regarding this relationship, it will be disclosed when a referral is made to a local outside law firm to carry on the required estate settlement process for retained clients. Client testimonials are produced based on actual letters or emails received by Financial Strategies, Inc. Lastly, Mr. Anderson is a former mortgage loan officer and a former securities registered representative/Investment Advisor Representative and this information is being disclosed to show the full circle of his experience and learned knowledge in his 40+ year career.
Note: To date, Mr. Anderson and his 26+ year old Arizona corporation (firm) have never had a regulatory complaint in ANY of the areas he has practiced in or been licensed in to date. (Statement made as of "Last update" date shown below)
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Last Updated: 07/08/2016