As an independent firm, we are committed to offering complete objectivity and unbiased advice.Learn More
We offer a full range of investment and financial services and have access to a wide array of solutions.Learn More
We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.Learn More
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.Contact Us
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
What kind of auto insurance should you have? Do you know?
An inside look at how marginal income tax brackets work.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
At what point can you call a personal vehicle commercial?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
The decision whether to buy or rent a home may have long-term implications.
Do you have causes that you want to support with donations? Here are three tips.
What if instead of buying that vacation home, you invested the money?