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OUR SERVICES

Financial Planning

Our Financial Planning Approach

At Ankerstar Wealth, we believe in providing comprehensive financial planning services that are customized to fit the unique needs of each client. Whether you’re in Texas, Arizona, Louisiana, Florida, Georgia, Alabama, Nevada or Ohio, we offer personalized financial strategies that help you take control of your financial future. From managing day-to-day finances to long-term investment strategies, we help you achieve your goals with confidence.

How We Help

Our financial planning services are designed to cover every aspect of your financial life. Here’s how we help clients across the nation:

Comprehensive Financial Plans

We begin by creating a full snapshot of your financial situation, whether it’s a fresh financial plan or a review of your existing one. This is tailored to ensure it aligns with your life goals and personal needs.

Emergency Fund Management

Every client needs an emergency fund to provide peace of mind. We help determine the amount that suits your unique financial situation, ensuring you’re prepared for the unexpected.

Investment Planning

We analyze your current portfolio and develop investment strategies designed to create and preserve wealth. This includes diversified investments and risk management to help you reach your financial objectives.

Tax Planning

Proper tax planning is a cornerstone of financial health. We guide you through tax-efficient strategies, including pre-tax and post-tax investments, ensuring you maximize your savings and minimize tax liabilities.

Retirement Planning

We help you prepare for a financially secure retirement by planning income replacement strategies, managing IRAs and 401ks, and ensuring your financial independence in retirement.

Education Planning

If you’re saving for your children’s education, we’ll guide you through options like 529 plans and other tax-advantaged education savings accounts. We make sure your family is prepared for future educational expenses.

Estate Planning

Working alongside your estate attorney, we assist in drafting wills, choosing executors, and planning for the tax-efficient transfer of wealth to your beneficiaries. Ensuring your estate is protected and distributed as per your wishes is key to your legacy.

Insurance Planning

We review existing insurance plans or help set up new ones, including life, disability, and long-term care insurance. This ensures that all aspects of your life are protected from unforeseen risks.

FAQs

  • Why do I need a financial plan?

    A financial plan gives you a clear path toward achieving your financial goals, whether it’s saving for retirement, education, or managing everyday expenses. It helps you stay on track and adjust to life changes with confidence.

  • How often should I review my financial plan?

    We recommend reviewing your financial plan at least once a year, or whenever there is a major life change, such as a new job, marriage, or the birth of a child.

  • What is included in a financial plan?

    A financial plan typically includes emergency fund management, investment strategies, retirement and education planning, tax planning, and more, depending on your personal goals.

Maximizing Life by Maximizing Wealth!

Financial planning is about more than just saving money—it’s about creating a roadmap for your future. Whether you’re preparing for retirement, planning your child’s education, or optimizing taxes, having a solid financial plan provides peace of mind and long-term financial security. By looking at your finances holistically, we help ensure that every decision you make benefits your overall well-being.

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