Financial planning is more than just budgeting. Financial planning is determining your short-term and long-term financial goals, including retirement, and making a plan to reach them. When you partner with the financial advisors at Anchor Wealth Management in Rockford or Lanark, we will help you set your financial goals and put a solid financial plan in place to reach them, including retirement planning and college planning. Our mission is to help you be debt-free and move into wealth savings. We want to help you anchor your finances in place so you won’t be subject to the whims of the financial markets. Contact us today for a free consultation!

  1. How to Plan for Retirement as a Small Business Owner, Part 2 anchor wealth management rockford

    How to Plan for Retirement as a Small Business Owner, Part 2

    While retirement may seem like a long way off, it can creep up slowly. It's best to plan early for retirement, especially as a small business owner. Working with a financial advisor can help you get the ball rolling, giving you more time to focus on your business, family, and the things you enjoy. A…Read More

  2. How to Plan for Retirement as a Small Business Owner, Part 1

    Small business owners are busy people. They are so busy, in fact, running the day-to-day operations of their business and taking care of their employees and customers that they don't realize the passage of time. Nor do they make the time to plan for their personal retirement outside of the business.…Read More