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Creating personalized strategies with proven solutions |
Anchor Financial Services, LLC offers design and implementation strategies for executive benefits - such as deferred compensation programs, salary continuation plans and disability income buy-ups, as well as wealth transfer and preservation by working with a client's team of professionals in the application of sophisticated estate and charitable tax planning techniques.
As much as our products and services meet the current needs of our clients, we strive to keep them informed of any new ideas and opportunities so that we can offer better solutions in future. |
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Executive Compensation Group Solutions |
Business Succession
- Buy-Sell and Stock Redemption Planning
- Buy-Sell Insurance Funding
- Alternative Succession Strategies
- Key-Person Insurance Funding
Estate Analysis
- Estate Tax Analysis
- Estate Tax Reduction Strategies
- Estate Liquidity Analysis & Design
- Insurance Planning & Funding
- Generational "Dynasty" Wealth Transfer Design & Funding
- Integration of Charitable Trusts and Family Foundation
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Retirement Planning & Employment Benefit |
- Profit Sharing and 401(K) Plan Analysis & Design
- Benefit Plan Analysis & Design
- Executive Compensation Analysis & Design
- Non-Qualified Deferred Compensation Analysis & Design
- Disability Income Insurance Supplemental Buy-Up*
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Insurance For Individuals |
Anchor Financial Services offers a full array of Union Central Products as well as those of other insurance companies
- Life Insurance
- Long Term Care ( Not Underwritten by Union Central)
- Disability Income Insurance*
- Critical Illness Insurance ( Not Underwritten by Union Central)
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