“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).
The Business Cycle
How will you weather the ups and downs of the business cycle?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Calculating your potential Social Security benefit is a three-step process.
Understanding how capital gains are taxed may help you refine your investment strategies.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
The uncertainties we face in retirement can erode our sense of confidence.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are three things to consider before dipping into retirement savings to pay for college.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A special needs trust helps care for a special needs child when you’re gone.