Broker Check

Anchor Financial Group, LLC

CPA and Wealth Management Services

112 South Main Street
Dickson, TN 37055
(615) 441-5175

Products & Services

FINANCIAL

  • Wealth Management
  • Cash Flow and Debt Management
  • Family Risk Management
  • Retirement Planning: IRA’s, Roth IRA’s, and 401K rollover’s
  • Education Planning: 529 and ESA Plans
  • Legacy Planning
  • Business Planning
  • Money market accounts
  • Certificates of Deposit
  • Stocks and Bonds
  • Mutual Funds
  • Variable Annuities
  • REIT’s and other alternatives

TAX

  • Individual Tax Planning & Preparation
  • Business Tax Planning & Preparation
  • Estate & Gift Tax Planning & Preparation
  • IRS Representation

Accounting/Bookkeeping

  • Financial Statement Preparation
  • Reconciliation of Bank Accounts
  • Accounts Receivable & Payable
  • Sales Tax Tracking & Payment
  • Payroll
  • QuickBooks
  • W2’s & 1099’s
  • Review and Audit Attest Services
  • Business Taxes

Insurance

  • Life
  • Long term care
  • Fixed Annuities
 
 

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