Here at the Anchor Group of Companies, we are intensely focused on providing integrated solutions that empower and educate clients. Our five affiliated companies have the ability to seamlessly work together to create a one-of-a-kind solution that provides knowledge and value across one's entire financial picture.
Anchor works closely with individuals and businesses at identifying ways to assist in: Enhancing value, Maximizing earnings, Lowering expenses, and Minimizing tax exposure. Simply put, our goal is to help widen the gap between your income and your expenses. Imagine only having to call "My Advisor John" for all of your business or personal financial needs.
Anchor works closely with individuals and businesses at identifying ways to assist in: Enhancing value, Maximizing earnings, Lowering expenses, and Minimizing tax exposure. Simply put, our goal is to help widen the gap between your income and your expenses. Imagine only having to call "My Advisor John" for all of your business or personal financial needs.
Services
Our Approach
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At Anchor Financial Group our focus is you, our client. We have developed a process that is designed to build a strong lasting relationship with our clients through sound guidance, careful preparation and an emphasis on educating and empowering our clients to reach their financial goals. Introduction: This is our initial visit to introduce you to Anchor Financial Group, our professionals, & our process.
Taxes
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Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
Estate Planning
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Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Retirement Planning
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Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Individuals and Families
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As a provider for your family, it's natural to feel the responsibility of protecting your family's financial future. You've worked hard to provide a quality life for your family. Regardless of where you are in life, no one wants to think about the worries that affect us all - but it's important to consider the effects that change can have when unexpected events occur.
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