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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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Helpful Content

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

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Red Flags for Tax Auditors

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The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

 

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

The Economic Journey of Your Morning Coffee

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Value vs. Growth Investing

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Your Emergency Fund: How Much Is Enough?

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Revising Estate Strategy Assumptions

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Investment Strategies for Retirement

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

An Inside Look at Retirement Living

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

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There are some smart strategies that may help you pursue your investment objectives

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The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

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

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Surprises

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

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