what we do

PERSONALIZED FINANCIAL PLANNING FOR A REWARDING RETIREMENT

We work with individuals and families who are approaching retirement or have already retired. Our planning process helps you gain confidence and clarity about the necessary steps to retire successfully now and into the future.

As a fiduciary, we don’t sell products but help you plan and manage your financial future. We are fee-only advisors and do not accept sales commissions to pitch products. We only work for you!

Every great adventure requires a plan. As a result, we generate a custom retirement plan for every client - tailored to the goals and desires you have for your retirement years. Learn more about the core service offerings and how we can help. 

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Retirement planning

Retirement Planning

Developing a successful retirement plan requires dreams and ambitions. Beyond this, a great plan also takes time to create and brings a complexity of financial issues and terms. All of these things can be a headache to manage if you're not sure where to start or you're already short on time!

Because of this, we develop a customized retirement plan for every client. Let our team do the heavy lifting so you have peace of mind to know how much you need to retire comfortably and achieve your goals.

Financial Boot Camp

Are you looking to roll up your sleeves and work hard to create a great retirement plan?

Our four-meeting Financial Boot Camp may be the right fit for you! This is more of a hands-on approach that introduces you to the beginning steps in the retirement process. Bring your statements, documents, and dreams for a rewarding hands-on experience.

Learn from our experienced financial advisor and gain insights. You’ll walk away with tons of knowledge, a plan, and a vision of the future.

Learn More About the Financial Boot Camp
Financial Boot Camp
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Financial Planning 

Many of our clients are looking for the answer to the question: "Will I have enough to retire?" Plus, we all want to keep more of our money vs lose it to taxes. 

Regardless of your level of wealth, there are many options available, including tax planning, estate planning, long-term care, social security, and charitable giving.

We believe a financial plan is not a document but a living breathing process. We offer different levels of services to meet your budget and lifestyle needs -- please see ongoing options below.

Investment Management

As a fiduciary, fee-based advisor, Anchor Pointe Wealth Management represents your interests and never the interests of the investment industry. Our investment management services include:

  • Portfolio review
  • Risk assessment
  • Tax-managed investment solutions
  • Customized distribution planning tied to your portfolio
Investment Management

ONGOING FINANCIAL PLANNING SERVICES

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Services overview

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Looking for a complete list of services offered in Sapphire and Diamond?

Download the Services Outline
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