Our Services

While developing a customized financial program, we will walk you through a step-by-step process that can help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. At Anchor Financial Associates, LLC, we can help you execute a sound financial program. We have access to the following products and services:

 

Investments

 

 
  • Bonds
  • Common Stock
  • Mutual Funds
  • Advisory Accounts
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA

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  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

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Financial Planning

 

 
  • Retirement Plans
  • 401 (k) Planning
  • 403 (b) Planning

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  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

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Insurance

 

 
  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

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