Services
Services
Financial Planning
By bringing together and reviewing the different parts of your financial life, we’re able to give you a clear picture of your financial condition and advise you on how to achieve your short- and long-term financial goals.
Financial Planning includes:
- Identifying your financial goals and the strategies to achieve them
- Using financial planning concepts to identify risks and solve financial problems
- Estimating your retirement income from all sources available to you at your projected age of retirement
- Creating and utilizing a budget
- Small business planning and funding strategies
Working together, we’ll help you to see and reach your goals giving you confidence now and security for your future.
Financial Planning
By bringing together and reviewing the different parts of your financial life, we’re able to give you a clear picture of your financial condition and advise you on how to achieve your short- and long-term financial goals.
Financial Planning includes:
- Identifying your financial goals and the strategies to achieve them
- Using financial planning concepts to identify risks and solve financial problems
- Estimating your retirement income from all sources available to you at your projected age of retirement
- College savings plans
- Creating and utilizing a budget
- Small business planning and funding strategies
Working together, we’ll help you to see and reach your goals giving you confidence now and security for your future.
Investment Advice
Investing should not be a chore or an intimidating experience, working with you we can make it understandable and stress-free. Each client is unique so we will answer your questions, suggest solutions to your problems and give advice that you can understand and use.
Certified Financial Planners™ have a fiduciary duty to put your interests ahead of our own and avoid any conflicts of interest. This means that all advice and investment recommendations we offer will always clearly benefit you over any other person or firm.
Blue Anchor Wealth Advisors, LLC has a distinct investment philosophy.
- We get to know you and your financial story so we can design an investment portfolio completely tailored to you.
- Investment is a long-term process of systematically accumulating assets that may be invested in stocks, bonds, mutual funds, government securities, exchange traded funds, real estate and business assets. Securities investments recommended will be chosen from the broad universe of publicly held, listed stocks, bonds, Treasury securities and publicly available mutual funds/exchange traded funds. In addition, cash equivalents and institutional CDs will be available.
- We utilize asset allocation and diversification, as the primary strategies for long-term wealth accumulation.
- Your portfolio will be monitored for performance and risk on an ongoing basis.
- We incorporate comprehensive asset allocation and performance reports with periodic personal consultations with you. Reporting is done quarterly and consultations are on an annual basis at a minimum, more frequently if needed or desired.
- We leverage Tamarac reporting software and Charles Schwab to allow you to monitor your investments from your computer or mobile device at any time convenient to you.
Investment Advice
Investing should not be a chore or an intimidating experience, working with you we can make it understandable and stress-free. Each client is unique so we will answer your questions, suggest solutions to your problems and give advice that you can understand and use.
Certified Financial Planners™ have a fiduciary duty to put your interests ahead of our own and avoid any conflicts of interest. This means that all advice and investment recommendations we offer will always clearly benefit you over any other person or firm.
Blue Anchor Wealth Advisors, LLC has a distinct investment philosophy.
- We get to know you and your financial story so we can design an investment portfolio completely tailored to you.
- Investment is a long-term process of systematically accumulating assets that may be invested in stocks, bonds, mutual funds, government securities, exchange traded funds, real estate and business assets. Securities investments recommended will be chosen from the broad universe of publicly held, listed stocks, bonds, Treasury securities and publicly available mutual funds/exchange traded funds. In addition, cash equivalents and institutional CDs will be available.
- We utilize asset allocation and diversification, as the primary strategies for long-term wealth accumulation.
- Your portfolio will be monitored for performance and risk on an ongoing basis.
- We incorporate comprehensive asset allocation and performance reports with periodic personal consultations with you. Reporting is done quarterly and consultations are on an annual basis at a minimum, more frequently if needed or desired.
- We leverage Tamarac reporting software and Charles Schwab to allow you to monitor your investments from your computer or mobile device at any time convenient to you.
Retirement Planning
Retirement means something different for everyone so Blue Anchor provides completely customized retirement plans for individuals and business owners. We guide clients through the process of design, setup and management of their retirement plan
We are experts at providing retirement planning and advice for:
- 401(k) plans
- Regular and ROTH IRA plans
- IRA Rollovers
- Inherited IRA plans
- Deferred Compensation plans
- SEP plans
- Income planning during retirement years
Whether your plan is an individual plan or a company plan, we design plans with top-quality features making sure that your plan is the best one possible given your unique circumstances.
For business owners: Did you know that including an investment advisor as a plan service to employees reduces the employer fiduciary responsibility and thus risk to the sponsor? If yours is a company plan, you as the employer assume a lot of liability and responsibility when offering a qualified retirement plan. Making sure that your plan is the best one possible is a wonderful benefit to provide to employees. It creates an incentive to greater employee retention, is a positive influence on productivity, builds a culture of caring in the workforce and is a major driver of long-term employee financial security.
Let us design a retirement plan that is right for you, or for your business!
Charitable Giving: Building wealth allows clients to live many dreams in retirement. A common dream is to be generous with charitable giving and we understand this is an important part of the service Blue Anchor provides.
Matt Eisenhower has a wealth of experience in this space and can advise clients in determining good organizations and good avenues to leverage these gifts for the best interest of the client and charitable organization.
Retirement Planning
Retirement means something different for everyone so Blue Anchor provides completely customized retirement plans for individuals and business owners. We guide clients through the process of design, setup and management of their retirement plan
We are experts at providing retirement planning and advice for:
- 401(k) plans
- Regular and ROTH IRA plans
- IRA Rollovers
- Inherited IRA plans
- Deferred Compensation plans
- SEP plans
- Income planning during retirement years
Whether your plan is an individual plan or a company plan, we design plans with top-quality features making sure that your plan is the best one possible given your unique circumstances.
For business owners: Did you know that including an investment advisor as a plan service to employees reduces the employer fiduciary responsibility and thus risk to the sponsor? If yours is a company plan, you as the employer assume a lot of liability and responsibility when offering a qualified retirement plan. Making sure that your plan is the best one possible is a wonderful benefit to provide to employees. It creates an incentive to greater employee retention, is a positive influence on productivity, builds a culture of caring in the workforce and is a major driver of long-term employee financial security.
Let us design a retirement plan that is right for you, or for your business!
Major Life Events
Roll-Overs from employee-based plan (401k, 503b, etc.) to an IRA
If you have changed jobs or careers and still have your 401K or 503b plan with your previous employer, talk to us about your options. An IRA roll-over may benefit you. Rolling over these assets into an individual retirement account, may allow you to consolidate your investments and provide you more control for your financial future.
We can help you roll-over your investments to a hands-on managed account with our team. We promise we’ll make it a smooth transition.
Inheritance of assets (monetary or property)
It can be overwhelming to know how to handle an inheritance. Even if you are prepared to receive your gift, there can be unknowns. We will walk you through your options and recommend any possible advantages to managing your money or property in a secure and sensible way.
College savings plan
With children of our own, we understand the importance of being prepared for educational expenses. Whether you’re interested in starting a plan for your 6-month-old or your 16-year-old, it’s never too late to prepare for their academic future.
Philanthropic Giving
We value our clients’ life goals, and we want them to do great things. If this means giving to an organization that is near to their heart, we support them and provide them with the tools to do so.
Divorce + dissolution of long-term partnership
For many people, a divorce or dissolution includes major financial decisions that should not be taken lightly. Although sensitive and at times, difficult, we will walk with you through each step of the process and provide the necessary expertise in financial planning and decisions. We will provide input and analysis on the division of assets, liabilities, and income. Then finally advise you before you agree to any specific settlement. Read more about how we can help.
Widowhood and Loss of a Spouse
The financial stress and planning are often surprising and emotional parts of becoming a widow. Whether you’re new to the role of money manager or simply navigating the financial changes that come with widowhood, you don’t have to do it alone. Read more about how we can help.
Major Life Events
Roll-Overs from employee-based plan (401k, 503b, etc.) to an IRA
If you have changed jobs or careers and still have your 401K or 503b plan with your previous employer, talk to us about your options. An IRA roll-over may benefit you. Rolling over these assets into an individual retirement account, may allow you to consolidate your investments and provide you more control for your financial future.
We can help you roll-over your investments to a hands-on managed account with our team. We promise we’ll make it a smooth transition.
Inheritance of assets (monetary or property)
It can be overwhelming to know how to handle an inheritance. Even if you are prepared to receive your gift, there can be unknowns. We will walk you through your options and recommend any possible advantages to managing your money or property in a secure and sensible way.
College savings plan
With children of our own, we understand the importance of being prepared for educational expenses. Whether you’re interested in starting a plan for your 6-month-old or your 16-year-old, it’s never too late to prepare for their academic future.
Philanthropic Giving
We value our clients’ life goals, and we want them to do great things. If this means giving to an organization that is near to their heart, we support them and provide them with the tools to do so.
Divorce + dissolution of long-term partnership
For many people, a divorce or dissolution includes major financial decisions that should not be taken lightly. Although sensitive and at times, difficult, we will walk with you through each step of the process and provide the necessary expertise in financial planning and decisions. We will provide input and analysis on the division of assets, liabilities, and income. Then finally advise you before you agree to any specific settlement.