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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

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An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

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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.

Surprises

Surprises

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

 

How Income Taxes Work

A quick look at how federal income taxes work.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

A Decision Not Made Is Still a Decision

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Understanding the Basics of Medigap Policies

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Retiree Health Care Coverage Overseas

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Estimate how much you have the potential to earn during your working years.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Estimate your monthly and annual income from various IRA types.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Your Cash Flow Statement

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

Managing Your Lifestyle

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

An Inside Look at Retirement Living

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

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

Investment Strategies for Retirement

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

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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Fed and How It Got That Way

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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Here’s a crash course on saving for college.

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