ANCHORY - Agile Financial Planning & Investment Management

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Free Guides

What Should You Do When Your Investments Are Head-To-Head With Volatile Markets?

Use this simple flowchart to help you determine what (if anything) you should do that may help protect your investment health. Download your FREE copy now and discover:

The 6 "Hidden" Tax Saving Opportunities Opened Up by New Tax Rules

This How the TCJA and SECURE Acts Opened Up New Opportunities That Could Result in the Lowest Tax Rates You'll Ever See

What Should You Do With Your Old 401(k) or Employer Plan?

This FREE Guide will help you get crystal clear on which of these 5 options is right for you and the steps you should take next. Inside, you'll discover:

"Fueling" Your Business With High Octane?

3 Financial Drivers For Your Next Big Move

3 Fundamental "Money Moves" to Make Before Turning 45

This FREE, 5-minute guide will show you 3 simple "money moves" that could help you accumulate wealth throughout your career, no matter if you earn $55,000 or $250,000+/year… and you can start right now!

Download the What's Your Investing Personality? Quiz

Understanding yourself is the first step toward better investing and avoiding dangerous investing extremes.

WHAT WE DO

We Create Effective Game Plans for Your Finances

Learn More

Taking control of your financial health is as important as taking control of you and your family's physical health. Unlike most Sports, your finances don't have an off-season. The landscape of the Financial Markets and your personal circumstances may change, but your road to unlocking your best financial health never ends.

Financial Planning

A successful financial plan produces lasting results. Your financial success is personal. When it comes to improving your Financial Household, a one-size-fits all approach fits no one. That is why we created a platform and process for achievement that goes beyond just financial wealth. It aims to help you discover True Wealth for a Lifetime.

Investment Management

Most Financial Advisors rely on the “feel” of supposed market gurus, or “valuation” or the maxim that “this time is different." Our process is anchored by financial market history, math, and behavioral psychology. You will find that the differences between us and them is striking.

Risk Management

Risk management is ingrained in our DNA. A successful financial plan not only relies on good offense it also relies heavily on good defense. Our team will help you identify risks which could have a tremendous impact on you and your family. There may be cost effective ways to transfer that risk into the deeper pockets of an insurance company.

Estate Planning

As Ricky Gervais said in his 2020 Golden Globe monologue: "We're all gonna die soon and there's no sequel!" All laughs aside, have you considered your legacy? Who should benefit from your lifetime of hard work? For many of us, family and charity are high on the list. But, Uncle Sam also wants a piece of the action. We will help you maximize value distributed to the people and causes you care most about.

0

Hidden FEES

10+

Years EXPERIENCE

100+

Financial plans

1000+

Cups of Coffee

Let us help you

Discover the Right
Financial Game Plan for You

Find a Plan

Our Process

How We Work

01

LEARN

WE LEARN ABOUT YOU
We seek to understand the needs and aspirations of every person and organization with whom we work. A personal approach leads to more personal outcomes.

02

DESIGN

WE DESIGN SOLUTIONS BASED ON YOUR NEEDS
No matter what you want to achieve for your organization, family, or yourself, you need a plan that’s tailored to you.

03

DELIVER

WE DELIVER EFFECTIVE SOLUTIONS
We connect you to the solutions you need, providing individualized financial game plans based on our repeatable process. This process rests squarely on the foundation of analyzing the dynamic history of economic markets. In addition to our research, we have a proprietary risk range model that incorporates elements of behavioral psychology to help investors make better buying and selling decisions and research.

04

REFINE

WE MEASURE AND REFINE
While careers evolve and goals change, one constant is the demand for staying at the top of your game. We’re constantly testing and adjusting your financial game plan to produce measurable outcomes that you can see and feel.

05

COMMUNICATE

CLEAR & TRANSPARENT
A successful financial plan relies heavily on great communication. You decide how we communicate with you – phone, email, mailings and in-person. You can expect us to deliver proactive, transparent communications, and unparalleled service.

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Let us help you fund your vision and experience the ANCHORY difference.

INFO@ANCHORY.com

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ANCHORY, LLC (“ANCHORY”) is a registered investment advisor offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by ANCHORY in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.All written content on this site is for information purposes only. Opinions expressed herein are solely those of ANCHORY, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.