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Money may not be the green-eyed monster (envy), but it sure can feel like a beast when we’re in the middle of tough circumstances, faced with too many choices, or simply need to determine how best to manage it over a lifetime.
We formulate or improve plans to accomplish life and estate desires. Personal Financial Plans prepared by Anchor Investment Management, LLC, are developed using techniques and concepts proven over years of experience from the disciplines of banking, investments, insurance, economics and finance. Our goals in forming a Personal Financial Plan are to avoid costly problems, minimize taxes, and reduce stress as your responsibilities increase.
A Personal Financial Plan takes on the form of a comprehensive report and generally takes 25 to 30 hours to formulate and present to the client. As you review your Personal Financial Plan, you’ll get a holistic view of your financial trajectory. Use the report and detailed discussion with our Principal advisors to:
Identify items that particularly need attention.
Enhance your understanding of your personal situation
Make quality decisions that will help you achieve your financial objectives
Evaluate the various options available for addressing items of need or potential opportunities.
As the plan develops and sets, contact your professional team on all legal and accounting matters. Anchor will gladly coordinate with your team of advisors
Call us today at 803-399-9383 to discuss your financial goals and responsibilities with a Principal advisor.
Our office hours are Monday to Friday, 9:00am to 5:00pm.
For more information or questions about our products and services, please contact us by phone, email, or US mail.
Serving clients nationwide.
We are Anchor Investment Management, LLC, a Registered Investment Adviser (RIA) serving the Columbia, SC, area and beyond.