“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).
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
As our nation ages, many Americans are turning their attention to caring for aging parents.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How will you weather the ups and downs of the business cycle?
A bucket plan can help you be better prepared for a comfortable retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Smart investors take the time to separate emotion from fact.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Why are 401(k) plans, annuities, and IRAs so popular?