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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

Explores how investment strategy changes once retirement begins.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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Shows how high-income earners can create tax-free retirement income via workplace plans.

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Will you be able to afford nursing home care?

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

This calculator can help you determine whether you should consider converting to a Roth IRA.

How much would your monthly lease payment be?

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