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.
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 two-meeting Financial Boot Camp may 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.
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 losing 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.
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
- Identity theft protection strategies
- Estate binder creation
- Comprehensive Financial Plan
- Goals Review
- Retirement Income Strategy
- Education Planning Services
- Secure Online Account & Document Access
- Tax Review & Tips
- Budget & Cash Flow Strategy
- Cash Allocation Created
- Debt Reduction Strategy
- Insurance Needs Analysis
- Social Security Analysis
- Investment Portfolio Review
- Investment Risk Analysis
- Identity Theft Avoidance Strategies
- Estate Binder Creation
diamond servicesIncludes all Sapphire Services Plus:
- Strategic Planning for Wealth Conservation
- Charitable Gifting Strategies
- Tax-Optimized Investing & Giving
- Executive Compensation Planning
- Detailed Estate Plan Review
- Insurance Price Comparison
- Tax Projection & Strategy
- Tax Loss Harvesting Strategy