Solid Advice From Trusted Advisors

At Anchor Financial Group, our mission is simple:  to provide personalized investment and financial advice that minimizes your financial concerns and maximizes your security.  We do this by building strong client relationships based on honesty, integrity, respect, open communication and understanding.

We work hard to help you achieve financial freedom and we believe that the advice of caring, knowledgeable financial advisors is a key element in the quest for financial independence.

Our clients include business owners, professionals, executives, retirees, and pre-retirees.  While each is unique, they all have one thing in common.  They want unbiased advice from experienced professionals.  They look to us to preserve their capital and provide real growth in their portfolios after taxes and inflation.  They are prudent investors, with a long-term perspective, who are either too busy or lack the expertise to manage their own investments.

If that describes you we want to hear from you.  Please contact us for more information or to schedule a consultation.  In the meantime, we hope you will find the educational material on our web site valuable.  Our content is constantly changing so be sure to visit often. 

 

 

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

HOT TOPIC: How to Make the Most of the Payroll Tax Cut

Have you considered what you will do with the extra 2% in take-home pay that you will receive in 2011? An extra 2% might not seem like much, but it could be an opportunity to make a difference in your financial future.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

More Newsletters →

January 27, 2012 @ 01:59 PM

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