OUR PORTFOLIO
(accounts we manage)
Blog post and social media graphics, flyers, brochures, business cards, and all things printable material and digital design; they all tell a story.
What story do you want your customers to know?
We'd love to help you express your business' purpose through the great mediums of digital and printed design. Please feel free to contact us and we can chat about what we can do for you.
Financial Consulting for Real Estate Agents
Accounting, tax and retirement guidance, perfectly tailored for real estate professionals
As consultants, we’re 1099 workers too. What works for us, works for you. Get on a plan that’s similar to what’s working for everyone at our agency.
An effective game plan
Advice in common language
Straightforward financial planning
Preparing for retirement (private)
Retirement Planning
We help realtors implement personalized pension plans specifically designed for 1099 income earners. Pension plans help realtors pay themselves first, save for retirement, reduce tax liability, and grow their assets over the long term.
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Corporate Strategy
We'll analyze your needs and create a comprehensive financial plan for you and your business, providing a path to a secure financial future.
If you haven't considered the right corporate entity for your business, you may be missing out on significant benefits. Ensure you're not personally liable for business debts, avoid double taxation, and easily access credit and capital through the proper entity.
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Turbo Savings Account
In the USA, life insurance Plans can be customized to act as a savings vehicle on steroids. Gain financial leverage, investment opportunities, estate planning tools, and tax benefits from your life insurance plan.
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Accounting
It’s not sexy, but you need someone to do your books. You need a bookkeeping system: classify transactions, track income and expenses, monitor your finances, prepare documents during tax time, and be ready to write a check. We can help.
How it is
You get a big commission check, but it’s already allocated to pay for your living expenses, just like every other check you get. You repeat this until it’s tax time, but you didn’t put anything in the bank to cover the bill. So you scrimp and save off your next checks to pay off the tax man. You rinse and repeat this year after year. As you do the books you barely know how to keep, you look critically at your situation, and realize that you are not on the road to retirement and you ask yourself: “Why am I doing this again?”
Sound familiar?
You don’t have to be in this situation next year.
How it should be
You get a commission check. First, you invest in a tax-deductible pension and pay insurance premiums. Budgeting ensures you have enough for personal expenses. If you come up short at tax time, take a tax-free, low-interest loan against your life insurance.
Relax while a bookkeeper from Anderson the Fish handles your books, finds deductions, and provides clear reports. You review them, knowing everything is on track for a secure retirement and a well-cared-for family.
How we can help
At Anderson the Fish, we know how to make this dream a reality. Not only have we done it for countless other agents, we do it for the consultants at our agency. We’ve refined the tools and techniques that 1099 workers need for financial success because we need them too. We understand how to implement them for real estate agents, because we do it for ourselves.
Here’s how we set up real estate agents for financial success: