WHAT ARE YOUR FINANCIAL GOALS?

At Anchor Wealth Management Group, LLC, we can help you identify and clarify your financial goals for now and in the future. Understanding your financial goals can help you implement a financial program that is right for you and your family.

LIFE IN A BOX

We invite you to watch this video that shows how you can have access to all of your accounts and documents in your own private, secure and personal website.

It provides up-to-date changes in any of your balances and transactions, along with any valuable documents, such as Passport and credit card information which can be especially useful while traveling anywhere in the world.

Watch this short video to learn more about how you can have your Life in a Box!

YOUR GOALS

Are you heading towards retirement; saving for college education for your child, children or grand-children; or that vacation property or dream home.

We can help provide strategies that allow you to work toward your personalized goals. Watch this short video that will provide you the information on how Anchor Wealth Management Group, LLC can help.

What Are Your Goals

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ARE YOU A WOMAN AND THE HEAD OF YOUR HOUSEHOLD?

Watch this video to understand how Anchor Wealth Management Group, LLC can match up your goals for you and your family.

Take Control of Your Financial Future

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HOW DO YOU CHOOSE?

Investment choices available today are staggering.  The days of simply buying bonds or mutual funds are long gone.  There are dozens of choices in today's investment market.  Anchor Wealth Management Group, LLC specializes in developing an investment strategy that is specific to you. Investment management is just the tip of the iceberg.

Our services include:

Objectives

• Identify investment objectives and risk tolerances
• On-going monitoring of specific goals and objectives and implementation of any necessary plan changes

 Investments & Planning

• Develop a formal investment plan including setting goals and recommending portfolio structure designed for your specific needs and objectives
• Review and analysis of existing investments
• Access to time-tested institutional investment money managers
• Timely response to any questions or concern you have regarding investment portfolios or financial matters
• Comprehensive account aggregation for your family’s entire financial future

Products, Services, Performance

• On-going evaluation of results and performance
• Use of new research findings and technology to deliver as efficient an experience as possible
• Ability to provide the same level of comprehensive strategies to friends, family and business associates
• Independent and objective review of products and services in the marketplace

Risk

• Consulting and evaluation of risk management

Taxes

• Active management of taxes in any non-qualified investment account when applicable