Fee Only

Anchor Pointe is compensated by our clients, not insurance and investment companies.   Your cost is clear and transparent, so you always feel confident about the value you are receiving.   There are no hidden agendas that influence our decision-making.   Rather, we give fair and unbiased advice.

Fiduciary

We are aligned with your interest.   We act on your behalf, not some third-party insurance or investment company.   Anchor Pointe was created with our clients’ needs in mind.   We want to take away the stress of finances by helping you just as we would with our own finances.

 

We Create Plans - Not Sell Products