Services for Entrepreneurs
You’ve worked hard to get where you are, and we’re here to help!
Your company is something you are passionate about, it’s the culmination of your blood, sweat and tears and untold stresses and anxieties along the way.
At Anchor Point Financial, our roll is to co-ordinate with your planning team to ensure the varying financial, legal and accounting services are working together on a cohesive and integrated strategy.
In other words, we help to ensure you are taking full advantage of the financial tools, tactics and strategies available to you to maximize your results and serve your unique needs and desires.
“For a non-financial guy” working with Chad and his team has been a great experience.
They take the time to explain everything in laymen terms. That’s one of the reasons I have been with them for over 14 years.
I would highly recommend sitting down with them and listening to what they have to say.
Chad is so much more than a Certified Financial Planner and Investment Representative. He gets to know his clients in order to understand their values and what makes them happy, and advises accordingly.His philosophy is that wealth that is not used well is wasted wealth. He is a trusted member of our advisor team and we know that he cares about what truly matters to us.