Once you reach the middle stages of life, you’ll likely need a realistic and comprehensive written financial plan every year. We get you started with a complete financial plan or review your existing one.
Money Guide Elite
Ankerstar Wealth advisors use Money Guide Elite for all client plan needs. Money Guide Elite is the best in breed comprehensive financial planning tool. With advice from experts to help your finances run smoothly in the background, you can focus on the day-to-day matters that contribute to living a happy, productive and content lifestyle.
We understand that your overall quality of life is inextricably linked with the well-being of your personal finances. By looking at your comprehensive financial situation, we can help you to make financial decisions that benefit both.
The secret of getting ahead is getting started. The secret of getting started is breaking your complex overwhelming tasks into smaller manageable tasks, and then starting on the first one.Mark Twain, American Humorist and Author
As professional experts, we can help:
Emergency Fund Management
All clients need an emergency fund in place that helps them sleep well at night. This number is different for everyone and we help clients determine their needs.
Our detailed analysis of current income and current net worth will help clients determine what they need to invest to be able to enable the retirement they desire. All IRAs, 401ks, 403cs are modeled to projected future value and income.
Ankerstar Wealth provides detailed analysis of current and project college savings programs to help parents determine their college savings needs. This calculation can often be complicated by having multiple in college at one time. Money Guide Pro specifically addresses this.