At Anchor Wealth Management, we provide specialized assistance in the following areas:
Comprehensive financial planning is at the very core of the life planning services we provide to individuals and families seeking to build, preserve, and manage wealth over time.
Retirement income planning, education planning, tax and estate planning, and risk management services are components of a larger, more comprehensive financial plan designed to help pursue multiple financial and lifestyle goals. Your plan also provides for your heirs and defines the legacy you choose to leave.
Our clients require sophisticated and attentive asset management to help maximize their portfolios’ total returns in light of their risk tolerance. We construct each investment portfolio after a comprehensive analysis of your risk tolerance, investment objectives, and time horizon.
After ascertaining these factors, we design an investment strategy to address your needs, based on this investor profile. Our approach to effective asset management is creating and maintaining a diversified investment portfolio that is designed to work for many years.*
Whether you are in the accumulation phase or have already retired, a sound strategy is crucial to:
We can help you develop a comprehensive plan to:
Nearly all financial decisions have tax ramifications. Tax liabilities associated with income, estate, gift and various state, excise and sales taxes can take a real toll on your wealth. We can coordinate the various aspects of your financial plan to help maximize tax-efficient strategies in line with pursuing your overall financial goals.
Protecting yourself, your loved ones, your home or your business against unexpected events is a fundamental aspect of financial planning. Closing the gap on potential risks can be tricky without a comprehensive plan and process that methodically evaluates all potential risk factors.
Risk analysis is an integral part of our ongoing process. We continually identify and analyze all risk factors and make objective and unbiased recommendations to help you build the confidence you seek.
Whether you are paying tuition costs now or saving for a future goal, it is important to ensure that your education strategy is compatible with achieving your retirement income and related financial objectives. Tax considerations and retirement income needs must be weighed and evaluated before choosing a specific strategy. It is important to remember that while education expenses can be funded through borrowing, retirement expenses cannot.
Since we are an independent firm, we are under no pressure to recommend proprietary education savings programs or investment products. Our only concern is which program suits your needs. The following are among popular education savings plans available today:
When planning for long-term healthcare needs, it’s important to keep in mind that:
Long-term care insurance can help manage healthcare costs and reduce the impact of inflation, while ensuring your healthcare needs, and those of loved ones, are covered well into the future. Adequate financial planning now can help prevent a lifetime of assets from falling short when you need them most.
Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial success is shared with your family, friends and the charitable organizations you designate, according to your wishes.
We help you articulate your estate planning goals and we work closely with your tax and legal advisors to ensure your financial plan reflects your estate planning needs. Whether you use a trust or another method for accomplishing your long-term estate planning goals, we can assist you in navigating today’s complicated tax and estate laws.
Charitable giving can provide tax benefits for you and your heirs. A full assessment of the short- and long-term tax and estate planning implications is conducted to help you address your wealth management objectives.
*No strategy assures success or guarantees against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not eliminate market risk.
Anchor Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Anchor Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Anchor Wealth Management, LLC unless a client service agreement is in place.
Anchor Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Anchor Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Anchor Wealth Management, LLC unless a client service agreement is in place. Check the background of this investment professional on Investment Adviser Public Disclosure website.CA Insurance License # 0D79570.
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