Successful Individuals Face Unique Challenges
Our Unique Experience Is Designed For YOU
Anchor specifically works with highly successful individuals and has continuously refined our business model to meet your growing financial and regulatory challenges specifically.
As your income and wealth increase, so does the financial complexity of these challenges.
Anchor Case Study - Jerry
Meet Jerry, Jerry is a retired US Navy Captain who now works as a sales leader in the pharmaceutical industry.
Jerry expressed he has struggled with the new tax laws, planning for retirement, and properly allocating funds.
- Annual W2 Income: $275,000
- Investment Property Income: $24,000
- $500,000 of assets
- No Retirement Strategy
- Routed children's tuition through 529s for $8000 joint filing tax deduction.
- Reduced retirement taxable income and maximized his Social Security benefit.
- Implemented wealth preservation strategy to provide Jerry with peace of mind.
- Created unique retirement plan to maximize growth and monthly income.
- Saved over $1000 on annual Home Owners insurance policy.
- Negotiated with over 30 companies to discover best auto insurance rate.
- Provide automatic annual rate review to ensure continuous savings.
- Saved over $1000, maximizing financial strategy with recaptured expenses.
- Recovered over $18,000 of overpaid taxes through out the last 3 years.
- Provide continuous education and guidance through constant regulatory change.
- Established the best entity for his small side business.
- Maximized financial strategy with recaptured Taxes paid.
- Work with Jerry & the Financial team to create effective will & estate plan.
- Create and consult on contractual matters regarding his investment properties.