SUCCESS CREATES
UNIQUE CHALLENGES
Anchor specifically works with highly successful individuals, and have continuously refined our business model to specifically meet your growing financial and regulatory challenges.
As your income and wealth increases, so does the financial complexity of these challenges.
These Challenges Include:
High Tax
Exposure
Complicated Retirement
Planning
Increased Wealth
Preservation need
Very Complex
Estate Planning
Successful Individuals Face Unique Challenges
Our Unique Experience Is Designed For YOU
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.
Financial Profile:
- Annual W2 Income: $275,000
- Investment Property Income: $24,000
- $500,000 of assets
- No Retirement Strategy
