Financial Planning

Financial Planning
October 7, 2018

Financial Planning

It can be hard to enjoy your future without the financial resources you need to sustain or enhance your life.  According to the most recent statistics, nearly half of all Americans have no retirement savings and, of that number, an even larger percentage have less than $1,000 total.  For this reason, Anchor Financial Group is here to help you create a future you can look forward to with financial planning regardless of your current starting point.

We believe that having options is one of the easiest ways to ensure you find that financial plan that is the right fit for your individual needs. For this reason, we have the resources to provide our clients with a variety of financial planning solutions. No matter what plan you may be interested in, we can help you get started quickly and easily.

401K Planning

401K

As an employer-sponsored retirement plan, the 401k is one of the most popular options for working adults. In many cases, these plans will be the first introduction that many will have to the world of financial planning. Our brokerage firm is experienced in both 401k stabilizations and 401k rollovers. Let us give you a unique insight into the world of financial planning and ensure your 401k plan remains on track.

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Annuities

Annuities will often seem a little intimidating to individuals that are focusing on establishing their financial planning because the benefits these plans provide aren’t widely known. Annuities provide a wide variety of benefits including tax-deferred earning accumulations, alternative savings outlets when individual retirement plans are exceeded and increased portfolio viability. We invite you to learn more about annuities to learn how you can expand your financial planning portfolio.

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IRAs

If you are self-employed or unsatisfied with your company-provided 401k plan, you like have looked into the different types of IRAs to see how they could benefit you. While both traditional IRAs and Roth IRAs have their own benefits, there are common triggers that can help determine the plan you should use. At Anchor Financial Group, we can help ensure you have the plan that most closely meets your financial goals.

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Certificates of Deposit

A certificate of deposit, or CD, functions as a savings account through a credit union or participating bank that provides a fixed interest rate for growth as well as a fixed maturity date that withdrawals can be made on. Unlike a traditional savings account, the term lengths of CDs will allow you to net a greater return as long as the money isn’t withdrawn before the maturity date. We can help you invest your money into a CD plan that provides real value.

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Ready to Get Started?

If you are ready to focus on your financial planning, 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. Please call us at (918) 591-2880 to get started or Contact Us and a friendly member of our staff will reach out to you promptly. We look forward to assisting you in achieving your financial goals in Tulsa.

About Anchor Financial Group

In an uncertain world, it can be difficult to know who you can trust with your family’s insurance and financial future. At Anchor Financial Group, we believe in creating a bond of trust and mutual respect from the moment you reach out to us to set up your free 15-minute financial health consultation. In addition, we will never cease to exceed your expectations during each of our dealings. Let us show you how the worlds of insurance and finance converge. We tailor the mix to best serve your unique insurance and retirement planning needs. > Read More

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