LET US ANCHOR YOUR FINANCIAL PLAN AND/OR NEEDS

MENU OF SERVICES

  • Identify and establish goals
  • Organize and Consolidate Holdings
  • Prepare written Financial Plans (additional fees may apply)
    • On Line Access With Interactive Capability
  • Portfolio Construction and Management
    • Can include custom portfolio
    • Advise on outside retirement plans, 401Ks, etc.
  • Ongoing portfolio review and financial plan review
  • Estate planning
    • Organize assets
    • Work with Attorney to be sure estate plan is in place
  • Insurance Planning
    • Life, Disability, Long Term Care (commission may be earned)
  • Tax Planning
    • Be sure appropriate cost basis information is available
    • Work with tax professionals
    • Required Minimum Distributions in place
  • Education Planning
    • Work with parents and grandparents on best solution to fund children’s and grand children’s education
  • Other
    • Real estate planning and titling with affiliated attorney
    • Buy or lease a car
    • Finance home
    • 2nd home
    • Debt reduction/consolidation
    • Divorce
    • Support in the death of a loved one

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jbartolacci@anchorws.com   |  610-625-3771