Financial Planning & Trusts
Would you agree that financial plans are best when they’re developed using reliable information
Attorneys and Financial planners trust Anderson Appraisal Services to provide the highest quality appraisal and valuation solutions available
Make Informed Real Estate Decisions
Attorneys, Financial and Estate Planners are trusted to provide sound, well-informed advice to their clients. And in turn, Attorneys, Financial and Estate Planners have entrusted Anderson Appraisal Services to give them crucial information that factors into their plans. Over the years, Anderson Appraisal Services has worked closely with many Financial and Estate Planners to ensure they have the information needed to develop the best and most effective strategies for their clients.
Considerations
Real estate holdings are often at the center of the plan as they’re usually the client’s largest assets. Because we’ve worked closely with planners, we understand the processes you go through and can accommodate you whether you need an appraisal for a single property or multiple appraisals for an entire portfolio. We’ve provided appraisals throughout San Diego County to serve Estate Planners’ needs, including trusts, estate purposes, tax planning, asset update purposes, and more.
Why Choose Anderson Appraisal Services?
Over the years Anderson Appraisal Services has distinguished itself as San Diego’s premier provider of appraisals for estate and financial planners and we’re acutely aware of the detail, skill and attention required to properly value properties. We assure complete discretion and are sensitive to the needs and privacy of those who reside in these homes.
Estate Planners throughout San Diego County have come to rely on our appraisal services to create the foundations of a sound financial plan for their clients and we welcome the opportunity of working with you as well.
Estate Appraisal Report Recommendations
We are uniquely positioned to provide services and valuation alternatives which can be tailored to meet your client’s and your business specific needs. We utilize a proprietary valuation platform and our market specialization to provide accurate, well-developed appraisals available in a variety report formats tailored to complement the needs of financial planners.
You can monitor the values of a single property or an entire portfolio on a predetermined cycle allowing you to stay abreast of changing circumstances.
$100
Our lower cost, quick turnaround, appraisal option. Our technology-assisted process is leveraged to derive a property’s value without inconveniencing the occupants.
Starts at
$150
Our technology-assisted valuation process is utilized to produce a professionally developed appraisal which is more detailed than traditional form appraisals.
Starts at
$350
Professional Associations
We are constantly looking for ways to learn, network, and improve. As associate members of the San Diego County Bar Association and the National Association of Estate Planner & Councils we can make sure we stay abreast of the most recent developing issues in Estate Planning.
For a Free, no obligation consultation give us a call or we call you, just send us a quick note.