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 nchor Financial & Accounting helps individuals and businesses effectively address their financial planning, tax and accounting needs in a personable, professional and cost-effective manner. We recognize that building a stable and trusting relationship is essential to helping you achieve your goals, and we work hard to earn your trust and confidence.
Whether it's helping you set up and begin operating a new business, building and managing an investment portfolio tailored to your individual needs or minimizing your tax liability, our educational, needs-based and goal-oriented approach can place you more in control of your financial future. When it comes to investment planning and management services, these are performed on a "fee only" basis, free from commissions and related conflicts of interest. When advising clients on investment and insurance matters, our focus is always on your needs and on helping you achieve goals, NOT on selling products.
Aside from fee-only investment planning and management and business start-up and accounting services, we also offer a full array of other services. These include retirement planning, tax planning and return preparation, planning for divorced, separated and widowed spouses, business and personal financial statement preparation and insurance and risk management services.
Please contact us today for an initial no-charge consultation to discuss how we can help you.
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President
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Frank M. Rich, III, CPA
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Certified Financial Planner®
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Registered Investment Advisor
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Member:
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The Financial Planning Association
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The American Institute of CPAs
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