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Your Family. Your Relationship. Your Dreams. Your Future.

Lifelong Financial Guidance from a Trusted Advisor

With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event, but an ongoing process that requires adjustments as your life or goals change.

Anchor Private Planning is a group of independent financial advisors who seek to serve as our clients' trusted financial partner. With more than 50 years of collective experience, our team has dedicated our careers to helping people take control of their finances and create a plan designed to guide them toward their goals.

Specializing in comprehensive financial planning and what we refer to as “life planning,” Anchor Private Planning assists clients in establishing key objectives and taking the appropriate action steps in pursuit of financial freedom. Utilizing a holistic planning approach, we are focused on nurturing a valuable relationship, learning about a client’s entire financial landscape, and explaining financial concepts in a way that is easy to understand. Our clients’ needs always come first and we only recommend strategies we believe best align with your needs. Through strategic alliances with multiple nationally recognized custodians, we have the resources and tools to serve a wide range of needs.

Based in Dallas-Fort Worth, Texas, our advisors work with clients all across the nation. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.

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Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

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Making the most of surprises is a great reason to work with us.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

 

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

A Living Trust Primer

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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There’s an alarming difference between perception and reality for current and future retirees.

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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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