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Personal Financial Planning

Personal financial, estate and retirement planning for individuals, couples, and families is an ongoing process to identify and meet financial needs over time. Our clients know where they are going.

Anchor Capital Management's role in this process is to work with our clients to identify long-term wealth management goals and objectives and then to craft an investment and financial management plan to meet those objectives. If the client chooses, Anchor Capital Management can maintain a long-term relationship to manage assets.

Our process involves several steps during which Anchor and the client work closely together to develop a financial management plan. Click on any of the diagram parts for additional information.

As a fee-only Registered Investment Advisor (RIA), Anchor Capital Management, LLC, can be clearly distinguished from other financial organizations affiliated with banks, brokerage firms or insurance organizations. Anchor sells no products and receives no remuneration from the sale or placement of any financially-related product. We operate on a fee-only basis and charge clearly identified fees for the services we offer related to the development of a financial plan and the management of assets under that plan.

Anchor does maintain relationships with attorneys, accountants, tax specialists as well as brokerage organizations and insurance providers, but does not receive any remuneration for any referrals, and is therefore able to provide impartial advice to meet client needs.





client Update and Revise Monitor Investment Management Implement financial-plan Analysis Goals and Data Relationship
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