ANCHORY | Dynamic Business Planning & Retirement Plans

You are so rare, you might as well be a unicorn!

Specific to you and your business

We believe that in order to be successful, entrepreneurs should keep their passion burning. At ANCHORY we can help you use the same drive to get you where you want to go even when things get tough and then make sure there are strategic plans ready at all stages of an entrepreneur's life - even after they've sold or retired from running a company!

GET OUR FINANCIAL RESOURCES TO HELP MANAGE YOUR BUSINESS

Learn it, know it, use it to make informed financial decisions.

It's never too early to start planning for your future! The earlier you get started, the more opportunities are available and open up in life—and they can do wonders.

Plan for your business

So, how is your business doing financially? Do you know if you are putting your money to the best use? Do you have the right mix of investing in your business and personal goals?

Portfolio diversification
Family businesses
Cash flow and net worth analysis
Liquidity
Retirement Plans

Support your employees

We can help you plan for the benefits and well-being of you and your employees.

Retirement plan consulting
Financial Wellness
Employee Financial Planning

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Manage your day-to-day needs

We can suggest ways to use your cash assets more effectively

Cash Management
How Businesses Obtain Credit
How Business Use Credit
Small Business Banking Services
Small Business Financial Statements

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The next step is on you

This is the time to plan for your future. The earlier you begin, the more your wealth can do for you.

9 min read

What Happens to Your 401(k) When You Quit Your Job?

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It was the end of 2008. After a long time contemplating it, I finally pulled the trigger. I gave my supervisor my...

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How Soon Can You “FIRE” Your Boss?

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FIRE, the acronym for Financial Independence, Retire Early, connects with many people’s dream of “firing” their boss....

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Is My Financial Advisor a Fiduciary?

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Financial planning is complicated. Developing an investment strategy, creating an estate plan, ensuring proper risk...

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Smart Strategies to Reduce or Avoid RMDs

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Taxes. It’s hard to think of a more reviled aspect of our government. When I first met him, a friend was diffident...

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"Financial Planning: The Key to Achieving Your Financial Goals"

Jan 25, 2023 by Niels Buksik

Are you tired of living paycheck to paycheck? Do you want to achieve your financial goals but don't know where to...

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How to Prepare for a Meeting with a Financial Advisor

Jan 24, 2023 by Niels Buksik

Meeting with a financial advisor can be a daunting task, especially if you're not sure what to expect or how to...

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