Retirement Planning

Retirement Planning

Retirement Planning…Does not start, or end, with retirement. ¬†Kiplinger suggests a dynamic approach to using retirement funds to reflect varying needs and wants in order to optimize funds set aside and make them last. ¬†Make Your Retirement Savings Last a Lifetime

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THIS INFORMATION IS AS GENERIC AS POSSIBLE; NEVERTHELESS, INDIVIDUALS SHOULD CONSULT US OR THEIR OWN INVESTMENT COUNSEL REGARDING PERSONAL CIRCUMSTANCES PRIOR TO ACTING.

Anchor operates on a fee-only basis: financial planning services are offered for a quoted price and investment management services are recognized as a percent of assets under management.

Anchor Captial Management, LLC, is a mid-sized, client centered firm, working closely with individuals, families, multi-generation families, and small institutions to plan the accumulation and management of wealth to meet long term plans and objectives.

323 Taughannock Blvd, #8
Ithaca, NY 14850
anchorithaca.com
Phone: (607)-272-0004