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 →

Manage Your Tax Burden

If tax season has you searching for ways to lighten your tax load, here are two options to consider.

Heir-Tight Estate Conservation

An incentive trust can help reinforce the lessons you taught your children during your life.

HOT TOPIC: A Bear Market History Lesson

If it feels like the sky is falling, it wouldn’t be the first time. But is the downturn that began in October 2007 all that different from bear markets of the past? Here’s a look back at the nine other bear markets that have occurred since 1950.

You’ve Sold It: What’s Next?

If you are a business owner who is considering selling your enterprise soon, you may be able to reap even greater rewards by doing a little prep work now.

More Newsletters →