Individual Financial Planning & Portfolio Management

Journey and Destination

Anchor Capital views financial planning as a ongoing process. The implementation of the plan, with consideration of several destinations, becomes a journey. Investment management is a logical partner in that journey.

The client's comprehensive financial plan is generated from a well-defined collaborative process that embraces client needs, objectives, abilities and planning horizons for implementation. The plan provides recommendations for achievement of the goals of the plan that are undertaken in a partnership between the client and Anchor Capital Management, LLC.

When a plan is developed and agreed upon, the partnership embarks on the implementation of the journey. The financial planner becomes the client's advocate." All parties must be prepared for the long-term journey and display the determination to stay the course for completion of the journey.

In the course of the journey, several destinations may be planned: retirement, wealth accumulation, charitable considerations, provision for heirs, trusts, and tax optimization. These client focused destinations are laid out as part of the plan, and become a part of the partnership journey.

For further information, or to begin a discussion regarding your needs, please contact Anchor Capital Management at 607-272-0004 or send an email to susan@anchorithaca.com

Susan Simmons will be happy to provide basic information and help to begin the dialog.