Michael D. Anderson's website, Inherited IRA Hell, is a sound inherited/ beneficiary IRA primer. The in depth and broad coverage of fundamentals there indicated to me a potentially practical and skilled working knowledge on the part of its author. I gave Mike a try and have not turned back. My Enrolled Agents have been the best yet they were hesitant to dig into probate related matters outside my state of residence. As a team player, Mike was able to put it all together with the precision required to reduce fact finding time and its corresponding expense.

When one seeks others to enter into their business affairs, trust over the services of another or of an entity is cliche to the point of irritation and possibly even consternation; yet trust aptly describes the confidence that Mike has brought to my family.

The services delivered by most professions today can be overwhelming as well. It has been a comfort to have FSI process, administrate and problem solve the matters I brought to their attention. The format has been logical and backed up with written criterion to address my specific concerns.

Mike can accurately be defined with a phrase that has dropped out of use due to ill causatives. He possesses, what Dave Ramsey over the years has called, "the true heart of a servant". Moreover, he does not plunder what Steven R. Covey referred to as someone else's "rice bowl".

Brian M Fedorka

Columbus MS

Arborist, Former ASE master automotive tech

— Brian Fedorka

Way back in 1985 after listening to a free trust seminar, my wife and I decided we should have a family trust. It was costly and occasional up-dating fees were causing us to wonder if it was worth it. A few years after losing the love of y life in 2009, a friend recommended I go see Mike Anderson.

Although not a lawyer, he has had extensive training and experience with family trusts. The traumatic loss of my spouse changed some provisions of our marital trust. Mike suggested a trust amendment in the entirety as the lowest cost option to revise what became my sole, single person trust. The fee to receive his company’s entire “Trust Portfolio” was surprisingly modest, and all my important legal documents got updated. About that time, The CPA with whom I had a ten-year relationship raised his fees once again. (I overheard one CPA tell another -- “If you do not lose 10% of your clients once a year, you are not charging enough.”) I again turned to Mike and found him to be a well-informed tax man as well as an expert in real estate.

Recently, I mentioned to Mike my desire to help my special needs grandchild who I wanted to leave money for to assist and supplement his financial support after my death. And assure money made available would not be taken by government agencies providing benefits. Mike explained how a Special Needs Trust (SNT) would work. He informed me that he and his wife also had a mentally disabled adult child who he had designed a custom Special Needs Supplemental Trust for in his own estate planning. Mike showed his expertise in this important area of estate planning and I obtained the best there is, again for a modest fee. You will find Mike friendly, extremely knowledgeable in wills, trusts, taxes and real estate. He has a lawyer consulting partner with vast world-wide experience who is Mike’s back-up for legal matters. Being up in years now, I have peace of mind knowing I have a financial adviser who is handling most of my financial matters and constantly watching my back.

— Jerry Hackert

I have known Michael Anderson for some time as both a colleague and as an associate of our 105 year-old Brazilian international law firm, located in Rio de Janeiro. Mike and his Arizona firm, Financial Strategies, Inc. has been contracted to do strategic financial, tax, trust and estate planning and development on behalf of an important and long-standing client, a member of one of Brazil’s most famous families with assets in Brazil and abroad .

I can personally attest to his business acumen, sharpness of mind, outstanding professional abilities and most importantly, his honesty, integrity and professionalism in accomplishing the most difficult and complex tasks put to him. Mike’s personal interest in the well-being and concern for the client’s interests entrusted to him is remarkable and noteworthy. His Estate Planning & Trust Portfolio has become a model for others attempting to match his efforts in producing such an important and meaningful document to both clients, their heirs and family members.

Our office has constantly dealt with professionals in all sectors world-wide over the years and I can attest to that fact that Mike is head and shoulders above them all. We look forward to a continued and fruitful relationship with Michael Anderson and his firm for years to come.

— Dr. Saul S. Gefter, Esq.

U.S. Consul (ret.)

Member, D.C. Bar Assn.

Mike's dedication to his clients goes beyond mere transactions; he builds lasting relationships based on mutual respect and understanding. His proactive approach ensures that clients are not only informed but also empowered to make informed decisions regarding their financial futures. With a focus on personalized service, Mike tailors strategies that align with each client's unique circumstances and goals. This commitment has resulted in a loyal clientele who appreciate his expertise and genuine care. Whether navigating complex tax situations or planning for future generations, clients can trust Mike to lead them with integrity and competence.

"Toddy Ehrgott Family”

— Pamela Ehrgott, Trustee

Noting: Noting: Toddy was an elderly client in Sun Lakes, Arizona. She used our trust portfolio services early on and helped many on her block also discover our well known (even back then) trust services. She documented her changes like a bookeeper and her daughter (Pamela), a high end employee of an east coast bank - wrote this special note to me. Her mother had everything current when she passed away and there was very little work to transfer her trust estate to her heirs.