Financial planning is the all-encompassing term to ensure you have money for your future. It’s a plan for meeting both your short-term and your long-term objectives for financial security and well-being. When you partner with Anchor Wealth Management in Rockford or Lanark, our financial planners will help you determine where you are at right now (including looking at your net worth and your cash flow) and then looking at your goals in the future. Once we have those established, we can set a roadmap in place to get us there. Once there, you can set anchor and rest easy knowing you’ll be financially free in the future. Contact us today for a free consultation!

  1. Best Tax Savings Investments You Can Make anchor wealth management rockford

    Best Tax Savings Investments You Can Make

    With tax season right around the corner, some of you may be a bit nervous. While 2020 has definitely been a different kind of year with some great tax breaks and incentives, paying taxes is still something most of us do not particularly enjoy. However, when you plan for your taxes by making the best…Read More

  2. wealth management anchor wealth management lanark

    What is Wealth Management?

    What is wealth management? We get this question a lot. After all, our company's name is Anchor Wealth Management, so it invites the question. Anchor Wealth Management is a financial services company with two offices, one in Rockford and one in Lanark, to better serve you. We are passionate about hel…Read More

  3. long term care anchor wealth management lanark

    Long-Term Care & Estate Planning

    As you get older, you begin to start looking towards retirement and all the things you are going to do when you finally get to retire. With that being said, you also start thinking about long-term care and what you want to happen to your assets after you pass. This process is collectively known as e…Read More

  4. how much you need to retire anchor wealth management lanark

    Determining How Much You Need to Retire

    We all know we have to save for retirement, and most of us do. The most common ways to save for retirement are 401(k)s, Roth IRAs, or mutual funds. But how much do you actually need to be able to retire and live well? Anchor Wealth Management is an investment planning company that specializes in hel…Read More