anchor (ang'-ker) - noun - a person or thing that can be relied on for support, stability, or security; mainstay
At Anchor Financial Group we’re here for our customers. When the wind and waves seem to be trying to sink your financial ship we will be that voice of stability and support that will help you survive those difficult days. What makes us different is that we will strive to offer you exceptional service with a holistic approach.
Were here to serve you in three ways:
- Develop a holistic financial plan, and put it into action
- Professional tax services
- Business planning and book keeping
What is a holistic approach? We believe that it’s best to develop a plan that takes into consideration your investment goals, proven tax reduction strategies, and the security of the right insurance products. Most firms can only help you accomplish one or two of these goals, but here at Anchor Financial Group we will help you accomplish all three. We start this by openly discussing the 8 Wealth Management Issues®, which encompasses the financial challenges that affect everyone at some point in their lives. Our firm provides comprehensive financial services that are tailored for our clients’ unique personalities, needs and situations. We will work hand in hand with you to assess your goals, understand your priorities and develop a long-standing relationship built on trust. We will go overboard to make sure that you understand, and stay informed on all aspects of your personal financial plan.
There are a lot of places that will do your taxes. Why not come to a place with a tax professional. We will help you take advantage of all the legal deductions that are coming to you. Why pay more than you have too, let us help you develop a strategy that will enable you to keep more of your hard earn dollars.
If your needs are in the area of accounting and bookkeeping, we’re here to take some of the hassle out of your life. It’s hard for the small business owner to find time to perform all the tasks necessary to run a business. Whatever it is, payroll, QuickBooks assistance, or financial reporting, let us take some of the pressure off.
Offering exceptional service with a holistic approach is the premise behind the services offered at Anchor Financial Group, LLC.