Our Services

Financial Planning

Good financial planning looks at the “big picture” and encompasses investment, retirement, estate and tax planning, as well as risk management. The main goal of financial planning is to help you attain your goals and objectives.

Investment Management

We emphasize a client-centered approach to investment management and believe that asset allocation, diversification, and tax efficiency are the cornerstones of a sound investment program.

Retirement Planning

Many of our clients are retirees or are on the verge of retiring and we are very familiar with the issues that are important to them. We help you determine when you will be financially ready to retire, discuss various cash flow strategies, and ways you can ensure you won’t outlive your money.  

Business Succession / Continuation Planning

Business succession and continuation planning can be difficult, but failure to plan can be devastating. We have extensive experience with the issues surrounding this sensitive topic.

Executive Benefit Planning

Many Companies are looking for ways to recruit and retain talented employees. Non-qualified benefit plans can be used as a supplement to a traditional retirement plan to provide key employees with additional retirement income.

Qualified Retirement Plans

We offer a variety of retirement plans for businesses including 401k plans and Simple IRA’s. We offer advice concerning appropriate plan selection and educate employees concerning investing for their retirement.

Risk Management

We counsel our clients concerning risk management and offer solutions for life, disability, and long-term care insurance.

Employer-Sponsored Financial Education Programs

Helping ensure the financial future of your employees is one of the most valuable gifts you can give to your co-workers. Anchor has conducted training courses for employees of some of our region’s largest employers.