Coming from a family of veterans and law enforcement, I knew I wanted to help people. I wasn't called to serve in the same way as some of my relatives, but I did wind up working for a private business that supplied public safety equipment to first responders and military personnel. It was here that I was introduced to what would be my calling, accounting. I am experienced in public accounting, doing audits and tax returns primarily for businesses and individuals with high net worth. I love the work, but the help I give is from afar. After meeting Steve, I found a way I could use my accounting and tax knowledge to meet people face-to-face and see how I can help them achieve their financial goals for themselves and their families. By teaming with Ankerstar Wealth, we can ensure the right moves are made to minimize income tax expense.
E: VIPservices@AnkerstarWealth.com
P: 512-614-0085
A: 3835 CR 175, Unit #840
Leander, TX 78641 (By Appointment Only)
Ankerstar Wealth, LLC is a Registered Investment Advisor with FINRA and the state of Texas, Arizona, Louisiana, Georgia, Florida, California, Ohio, Alabama and Nevada that specializes in fee-only financial planning and fee-only wealth management. Mr. Ankerstar, Mr. Younkman, Mr. Verrico, Mr. Hanson, Mr. Chisum and Mr. Hinkle hold a Series 65 license with FINRA. More disclosure information is available at https://brokercheck.finra.org/. The contents of this email should not be considered personal advice unless under contract with Ankerstar Wealth, LLC. Since each individual’s situation is unique, your specific situation should be reviewed by a qualified tax, legal, and/or investment professional before making decisions. The information provided in this email may not be comprehensive nor appropriate for every individual. You are strongly cautioned to perform your own due diligence before making any personal, financial, or business decision. Do not rely solely on this email for making investment decisions. Nothing in this email is an endorsement of any products or securities. All investments involve risk. Past performance does not guarantee future results.
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