“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).
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Making the most of surprises is a great reason to work with us.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Beware of these traps that could upend your retirement.
For homeowners who think their property taxes are too high, there are ways to appeal.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
To choose a plan, it’s important to ask yourself four key questions.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.