Business Succession/Wealth Transfer


You've worked hard to achieve your wealth, and you want it to last for more than just one generation. That's why it's so important to minimize inheritance taxes. Without proper planning, the IRS can siphon off half of the wealth you'd intended to pass on to loved ones.

Anderson Retirement Solutions can help you develop a wealth transfer plan to help ensure that the maximum amount of your assets stay in your family. By taking decisive planning steps now to shield the assets you intend to transfer, you'll gain peace of mind. And that will allow you to more fully enjoy your success right now.


Family-owned firms make up 90% of all U.S. businesses, yet just 30% succeed in the second generation, according to the Small Business Administration. A lack of planning is typically to blame.

Anderson Retirement Solutions's planning expertise can help ensure your financial security after you step aside from the business you've built. We specialize in:

  • Ensuring that your business success translates into a comfortable retirement
  • Managing risks associated with disability or death
  • Determining the most advantageous time to transition your business

Passing along wealth. Passing along a business. They are among the most important things you'll do in your life. And doing them correctly means planning for them now.