As a busy professional or executive, you’re building assets throughout your peak earning years, saving and investing not only for retirement but for your family’s future needs. Aging parents, growing kids, and the pressure of a demanding work schedule can leave you feeling stressed and uncertain about your financial future.
We work with you on a concise and organized plan to help you reach your goals. We coordinate your stock option exercises, deferred compensation plans, restricted shares, and other employee benefits to optimize your financial situation and minimize your income taxes. We meet with you regularly to review your options, establish strategies, and execute and monitor progress. The result is the confidence that you’re organized about priorities and steps, and have greater peace of mind about your future.
How we help business owners
Like every business owner, you manage risk, investing time and resources for future growth and value creation. Some of these resources include your trusted advisors who help you navigate complex challenges, such as getting the best tax outcomes, and positioning you not only for growth now, but to someday get the most value from the sale of your interest in the business in a tax-efficient way.
Anchor helps you by understanding your ultimate goals for your business, family, philanthropy, and legacy. We then review options, create a clear strategy and plan to reach those goals, and partner with you over the long term in executing and monitoring the plan. Throughout this partnership, we can help you with a plan to get the best tax outcomes, one that considers everything, including future giving and estate and tax planning before and as you sell your business interests. This lets you focus on what you’re best at—successfully managing your business and personal life.
Professional Service Providers
How we help professional service providers
You balance complex demands as a partner or independent professional with an active social and home life. Your earnings may be high, but there’s pressure to save and invest for the future now because you don’t know how long it will last. Long hours mean it’s difficult to balance your work and personal life. You need a cash flow strategy for estimated tax payments, retirement savings, and spending that is easy to manage. You need a strategy for minimizing taxes and investing across personal accounts and company retirement plans that is well coordinated. And you want to know that if something happens to you, your family’s financial future will be secure.
Anchor’s advisors have the expertise and experience to understand your specific goals and create a detailed financial plan to help you reach them. We lead the implementation of the plan, making specific recommendations each year to adjust for the variability in your financial situation, and we monitor your progress along the way to make sure you stay on track. Our advisors also work to help protect your family by ensuring that appropriate risk management strategies and estate plans are in place. With greater confidence in your financial future, you can better focus on work and family without having to worry about the day-to-day decisions pertaining to your finances.