Anchor Financial Group offers a different approach to financial planning to help you protect your assets. Contact us today for your FREE 15-minute consultation.
Anchor Financial Group offers a different approach to financial planning to help you protect your assets. Contact us today for your FREE 15-minute consultation.
Anchor Financial Group offers a different approach to financial planning to help you protect your assets. Contact us today for your FREE 15-minute consultation.
We have the resources to provide you with a variety of financial planning solutions. No matter what plan you are interested in, we can help you get started quickly and easily.
Our approach to Estate Planing is designed to not only protect your assets to carry on to the next generation but also fulfill long-term care and post-retirement needs.
No matter where you are in life, now is the best time to start thinking about your retirement plan or rethinkyour current strategy to ensure your goals are met.
If you are ready to focus on your future finances, the Tulsa financial planning experts at Anchor Financial Group are ready to assist you. As a Veteran-owned brokerage firm, we always look out for the best interest of our clients. We look forward to assisting you in achieving your financial planning goals.
Khris is a Veteran of the U.S. Navy. He achieved many accolades and awards for both valor and commitment to duty. This life experience afforded him the building blocks which he used as the foundation for everything he’s done since. Upon exiting active duty Khris entered the insurance industry and quickly became a notable producer with one of America’s top Insurance and retirement planning companies. He moved on to management and as a result trained scores of agents which gave him an edge in always staying current. He is a firm believer in escaping the traditional “pressure sell” tactics that are widely taught in the insurance and retirement planning industries.
Phil has been in the insurance and retirement planning field for over Thirty years. Right out of college, he started as a sales agent for a Fortune 500 company. Immediately, he set himself apart and became the top producer in his division. He held that distinction for his entire tenure with the company. After several years, numerous production awards, extra training certifications, and several offers of managements positions he soon realized he missed being in the field, helping clients. In 2008 ...
Ed has been a lifelong resident of the Tulsa/Broken Arrow area. He and his lovely wife Leslie have been married for 24 years and have 2 boys. His time outside of the area was spent in military service with 5 years in the United States Navy, stationed in Jacksonville Florida and 3 years in the United States Air National Guard-which brought him back to Tulsa. Ed has been a Business Owner in the area for 18 years. He has become a vital addition to our Group Health and Strategic Retirement teams. His Service taught him values and his Entrepreneurship taught him sound business practices from Customer Service to Management. He is an asset to Anchor and to all his valued clients.
Brittany brings 20+ years sales experience to our team. She has studied Business Administration and Business Economics at the University of Louisville, Watterson College and Santa Barbara College. Her education has served her well as a Loan Officer and Branch Owner for multiple Mortgage companies; it will certainly extend here as she exceeds expectations in the Financial and Insurance Industry. Brittany is incredibly resourceful which ensures each of her valued clients receive the most suitable policy.
Joan is experienced in customer service, retail management and financial services administration. She enjoys spending time with her husband Alan, 3 grown children and 5 grown bonus kids. But her favorite pastime is making special memories with her 10 grandchildren. She specializes in group life and health, vision and dental as well as Medicare and final expense insurance. Joan’s mission is to treat every client just as she would her own family.
Our Team
Alan McBroom
Retirement Income Specialist
Alan is a Tulsa metro resident married to his beautiful wife Joan. He comes from a ministry background as a Pastor and Hospice Chaplain. As such, Alan seeks to help everyone he meets. Alan wants everyone to have the opportunity to invest in retirement products that give people a retirement they enjoy instead of just surviving. Once accessible to only the rich and famous, Alan specializes in getting everyone the ability to have a Tax-free Personal Pension Plan that outperforms the normal 401k and IRA options given to most people. Most money managers are unaware of these products. Contact Alan today to find out how you can live the best retirement possible!
