ANCHORY LLC

YOUR Money STEP UP YOUR FINANCIAL GAME

Financial planner in Southlake, TX (show on map)

ANCHORY offers personalized, full-service financial planning and investment management tailored to individuals, families, and entrepreneurs.

Call (817) 203-7325

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About

ANCHORY is a registered investment advisor offering advisory services in Texas and other jurisdictions. They provide fully personalized, full-service financial game plans for individuals, families, and entrepreneurs, focusing on investment management, financial planning, retirement planning, college planning, estate planning, insurance, and business planning.

Their approach adapts to clients' current and future financial situations and market conditions, ensuring a dynamic and tailored strategy.

Dynamic, rule-based investment process

Personalized financial game plans

Comprehensive service suite covering multiple financial areas

Services

Investment Management

Fully personalized, full-service, fully-functional game plan for investment management.

Dynamic changes based on client and market conditions Rule-based process based on ANCHORY's Full-Service Investing Process

Financial Planning

Fully personalized, full-service, fully-functional game plan for financial planning.

Dynamic adjustments to client's financial goals Integration with investment management and other services

Retirement Planning

Worry less, live more with tailored retirement planning solutions.

Saving, transitioning, and living in retirement strategies Dynamic game plan tailored to individual needs

College Planning

Planning for college expenses with strategies for 529 plans and Coverdell accounts.

529 College Savings Plans Coverdell Education Savings Accounts Comparison of 529 vs. Coverdell

Estate Planning

Plan and create your legacy with power of attorney, second marriages, nontraditional families, and creditor protection.

Power of Attorney Second Marriages & Blended Families Nontraditional Families Creditor Protection

Insurance Planning

Comprehensive insurance solutions including health, auto, and homeowner's insurance.

Health Insurance Auto Insurance Homeowner's Insurance

Credentials & Certifications

Registered Investment Advisor

Since 2020

Frequently Asked Questions

What is the difference between a 529 College Savings Plan and a Coverdell Education Savings Account? +

529 plans are state-sponsored, after-tax contributions that grow tax-free for qualified education expenses, while Coverdell accounts allow after-tax contributions that also grow tax-free but can be used for a broader range of educational expenses without penalties.

How does ANCHORY’s investment management service work? +

ANCHORY’s investment management service provides a dynamic, rule-based process that adjusts to both the client’s financial situation and current market conditions, ensuring a tailored investment strategy.

What is included in ANCHORY’s retirement planning service? +

ANCHORY’s retirement planning service covers saving for retirement, transitioning into retirement, and living in retirement, with a focus on dynamic game planning tailored to individual needs.

How does ANCHORY handle estate planning for nontraditional families? +

ANCHORY provides estate planning solutions including power of attorney, strategies for second marriages and blended families, and considerations for nontraditional family structures.

What types of insurance does ANCHORY offer? +

ANCHORY offers comprehensive insurance solutions including health insurance, auto insurance, and homeowner's insurance, tailored to protect clients from various risks.

How does ANCHORY’s business planning service support entrepreneurs? +

ANCHORY’s business planning service provides strategic planning and tailored solutions for entrepreneurs, helping them navigate business challenges and achieve growth objectives.