“Anchor Certified Planners Group, Inc. is a comprehensive financial services firm committed to helping our clients achieve their long-term financial success. Utilizing our experience, we offer customized programs designed for preservation and growth of our clients’ wealth. ”
Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 386-615-PLAN (7526).
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
A letter of instruction provides additional and more personal information regarding your estate.
Five strategies for managing your student debt.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Healthy habits are one of the greatest gifts to give your child.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Making the most of surprises is a great reason to work with us.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
With alternative investments, it’s critical to sort through the complexity.
Pundits say a lot of things about the markets. Let's see if you can keep up.