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 →

Giving for the Greater Good

When you utilize a structured giving strategy, your efforts can help reap greater benefits for you, your heirs, and your favorite charity.

Charity That Pays

By organizing your giving, you can make it more effective, allowing your largess to benefit not only the intended charity, but potentially yourself and your heirs. Two popular ways to structure your giving are charitable lead trusts and charitable remainder trusts.

Estimate Your Estate

It is imperative to have an estate conservation strategy. Taking an inventory of your assets is a good place to start.

The Coming Retirement Boom

In 2008, a new era will dawn that economists and policymakers have been anticipating for years with a mixture of curiosity and trepidation: baby boomers will begin turning 62, ushering in an unprecedented long-term shift in the balance between working and retired Americans.

More Newsletters →

November 18, 2008 @ 12:23 PM

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S&P 500 856.18+ 5.43

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