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.

Estate Taxes

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

Tax-Deferred Savings

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

Cash Flow Analysis

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

More Calculators →

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

More Newsletters →

February 09, 2010 @ 03:18 AM

Dow Jones Industrials 9,908.39- 103.84
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S&P 500 1,066.18- 0.01

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