Anchor Financial Group

"...Solid Advice From Trusted Advisors..."

Pictured above from left to right 
Back row: Donald E. Yost,  L. Nelson Wingert, Michael Howard
F
ront row : Barbara Cassell, Denise Wurster, Kimberly Eichelberger

At Anchor Financial Group, our mission is simple:  to provide personalized investment and financial advice that minimizes your financial concerns and maximizes your security.  We do this by building strong client relationships based on honesty, integrity, respect, open communication and understanding.

We work hard to help you achieve financial freedom and we believe that the advice of caring, knowledgeable financial advisors is a key element in the quest for financial independence.

Our clients include business owners, professionals, executives, retirees, and pre-retirees.  While each is unique, they all have one thing in common.  They want unbiased advice from experienced professionals.  They look to us to preserve their capital and provide real growth in their portfolios after taxes and inflation.  They are prudent investors, with a long-term perspective, who are either too busy or lack the expertise to manage their own investments.

If that describes you we want to hear from you.  Please contact us for more information or to schedule a consultation.  In the meantime, we hope you will find the educational material on our web site valuable.  Our content is constantly changing so be sure to visit often. 

 

 

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →

Conserve Your Estate

Are your estate strategies up-to-date and ready for whatever legislative changes lie ahead?

No Better Time Than Now

You may not associate this time of year with reviewing the beneficiaries on your life insurance policy — nonetheless, it can be a good time to take this important step.

Mutual Fund Mastery

Test how much you know about one of the most popular investment vehicles.

Should Your Portfolio Have a Conscience?

Socially responsible investing has been around at least since the 1960s, but it seems to be getting more attention lately.

More Newsletters →