• Everyone has a risk number. What’s Yours?
Anchor Investment ManagementAnchor Investment ManagementAnchor Investment ManagementAnchor Investment Management
  • Who We Are
    • About Us
    • Meet Our Team
  • Why We’re Different
  • How We Help
    • Financial Planning
    • Investment Management
    • Employee Retirement Plans
    • Insurance
    • Retirement Planning
  • Resources
    • Access Your Schwab Account
    • Blog
    • Commentaries
    • Podcasts
  • Contact Us

Insurance

Helping You Analyze Your Insurance Needs

Having the right type and amount of life insurance, disability income, long-term care, medical insurance, and liability insurance are the foundations for a solid financial plan.

Peace of mind comes when you have protected yourself and loved ones against the three life contingencies: what happens if you die too soon, live too long, or get sick or hurt along the way?

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Our Approach

Just as the cornerstone is crucial to a building’s foundation, insurance coverage is crucial to having a solid financial plan.  It is the foundation that allows you to manage risk in order to achieve your dreams of owning a business, purchasing a home, raising a family, funding college educations, wealth accumulation, and having a carefree retirement.

When you partner with Anchor we will:

Review all current insurance coverages for appropriateness and suitability and look for any gaps.

Do a needs assessment for now and the future.

Incorporate insurance, if needed, in the financial plan.

Make unbiased recommendations on how much and what type of insurance is best for your unique situation.

SCHEDULE A CONSULTATION

Take the First Step Today Toward a Brighter Tomorrow

Contact our team today to discuss how our insurance team can best help you achieve your financial goals.
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3205 Devine St. Columbia, SC 29205  |  Phone: (803) 766-2100  |  Fax: (803) 766-2101

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© 2023 Anchor Investment Management, LLC | An Engenius website.
  • Who We Are
    • About Us
    • Meet Our Team
  • Why We’re Different
  • How We Help
    • Financial Planning
    • Investment Management
    • Employee Retirement Plans
    • Insurance
    • Retirement Planning
  • Resources
    • Access Your Schwab Account
    • Blog
    • Commentaries
    • Podcasts
  • Contact Us
Anchor Investment Management