How Anchor Wealth Management Group, LLC Provides Full Service Our business is built on a foundation of thoughtful client relationships. While developing a customized financial program, we will walk you through a step-by-step process to help you feel more confident in your decisions. Anchor Wealth Management Group, LLC. Services Work Together Review the two graphics below to help you gain a better understanding of how our services work.Your Personal CFO shows you the full team that will work with Anchor Wealth Management Group, LLC. to develop strategies to help you work towards your goals.The Iceberg Chart shows you all of the components of Comprehensive Wealth Management Planning.Your Personal CFO Iceberg Chart____________________________________________________________________________________________________________ Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following highly-personalized services:RiskIdentify investment risk tolerancesConsulting and evaluation of risk management Investments & PlanningDevelop formal investment plan including setting goals and recommending portfolio structure designed for your specific needs and objectivesReview and analysis of existing investmentsAccess to time-tested world-class institutional investment money managersTimely response to any questions or concern you have regarding investment portfolios or financial mattersComprehensive account aggregation for your family’s entire financial future Products, Services, PerformanceOn-going evaluation of results and performanceUse of new research findings and technology to deliver as efficient an experience as possibleAbility to provide the same level of comprehensive strategies to friends, family and business associatesIndependent and objective review of products and services in the marketplaceMonitoringOn-going monitoring of specific goals and objectives and implementation of any necessary plan changesTaxesActive management of taxes in any non-qualified investment account when applicableTax services are not offered by WCG Wealth Advisors, Anchor Wealth Management Group, LPL Financial or affiliated advisors. We suggest that you discuss your specific situation with a qualified tax advisor. _____________________________________________________________________________________ Wealth Management Your wealth management team will share thoughts on investing as well as recommendations on a portfolio construction that matches your unique situation. Your goals, attitude toward risk and age are the foundation to create a sensible mix of investments. Retirement Planning Making the most of your retirement plans and IRAs. Determine how much you need to retire comfortably. Management of assets before and during retirement. Tax Management Looking for ways to help reduce your current and future tax burden. Working closely with your tax professional or referring you to qualified tax specialists. Estate Planning Working closely with your legal advisors to help preserve your estate for your intended heirs. Education Funding Recommending investment and accumulation strategies to help you pay for your children's education. Investment Planning Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue your goals.