Retirement Plan Sponsors
Individuals & Families
Accountants & Financial Planners
20+
years of Experience
Navigate Retirement With Confidence.
Preparing for retirement is challenging and time-consuming.
Whether you’re a decision-maker tasked with implementing, evaluating, or updating your company’s retirement plan or an individual searching for investment guidance for you and your loved ones, you need an anchor to help you from drifting into danger.
That’s where we come in.
Silver Anchor Financial is
- The dedicated partner you need by your side.
- Laser-focused on the numbers and your aspirations, concerns, and values.
- The navigator who will help you manage life’s challenges with confidence.
- The fiduciary who is committed to your long-term success.
Our Guiding Principles
Always do what is in the best interests of the client.
Nourish all client relationships as each is an extension of family and friends.
Collaborate with like-minded individual professionals and firms to deliver outstanding solutions.
Have the flexibility to modify solutions and remain competitive.
Offer comprehensive solutions that add value, are cost efficient, and meet the client’s needs.
Remain 100% Independent.
OUR CULTURE
YOU'RE NOT A CLIENT, YOU'RE FAMILY.
“All our clients are extensions of our family. We strive to offer the same level of dedication and care that we would provide to our own loved ones. This approach has set us apart, led to many client relationships that have endured for almost two decades, and has allowed us to grow – together.”