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600 Rinehart Rd, Suite 3096
Lake Mary, FL 32746

Phone:

407-878-3603, Cell 407-714-8945,

E-mail:

Helping you achieve your financial hopes and dreams...

Welcome to the Anchor Financial web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation and planning.  We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.  Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data.  We hope you take advantage of this resource and visit us often.  Be sure to add our site to your list of "favorites" in your Internet browser.  We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Randy & Sheri Peters

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Explains benefits of employee-stock ownership plans for succession planning.

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Considering some important issues now could provide more options in the event of early retirement.

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Compare the potential future value of tax-deferred investments to that of taxable investments.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

How much would your monthly lease payment be?

Estimate the future value of your current savings.

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