Our Services
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
BUSINESS OWNERS
Owning a business comes with unparalleled responsibilities and demands on your time. At Anchor Financial Group we focus on our community leaders, helping them protect their businesses against potential financial pitfalls, improve morale and retention through structured employee benefit packages both voluntary and employer sponsored, and provide tax shelters and retirement vehicles to help ensure that they enjoy the fruits of their hard work and sacrifices.
Please review the following list which shows just some of the ways that we help provide solutions and support to our business owners.
- Executive Compensation Schedule 162
- Buy/Sell Insurance
- Worksite Education Seminars
- Mutual Funds
- Health Insurance
- Wealth Management
- Investment Advisory Services
- Employee Benefits
- Voluntary Employee Benefits
- Business Overhead Expense
- Qualified Retirement Plans
- 412i Pension programs
- Non-Qualified Deferred Compensation Programs
- Business Liability Insurance
FAMILIES
Whether you’re a younger family just getting started in your careers and about to begin raising your children, already have had children, or are nearing retirement, a strong financial plan is critical now more than ever. At Anchor we strive to not only provide a broad range of products and services that can satisfy any financial need or concern. We also focus on the relationship we have with you our client.
As your life changes, and it will at least once or twice a year, we are there giving you updates on current market trends or legislation while providing you information and support to adapt your financial strategy to meet your new situation or goal. Our clients appreciate and understand that a plan is only as good as it is reviewed, updated, and executed against. We provide across the board guidance and support catered to each family’s unique situation.
Please view our approach page to learn more. The list shown includes some of the ways we help improve the quality of life for our families and their loved ones.
- Individual life Insurance
- Individual Disability Protection Insurance
- Retirement Planning
- Estate Preservation
- Pension Maximization
- Investments
- Annuities
- Long Term Care Insurance
- Investment Advisory Services
- Wealth Management
- Health Insurance
- Critical Illness
- College Funding
- Charitable Giving Strategies
- IRA consolidations / Rollovers
- Mortgage Protection (through life insurance and disability income insurance)
- Pension Payout Alternatives
- Mutual Funds