Our Services
Services
Anchor Capital Management offers the follow primary services on an added value basis for money management clients.
Financial planning: it's about mapping out your monetary path. By taking a snapshot of your financial situation today and pinpointing your aspirations, we can craft a game plan that's tailored to you. This service covers everything from saving strategies to retirement preparation, all to enhance and safeguard your financial resources. With financial planning, you'll get a crystal-clear view of your fiscal landscape, helping you stride into your financial future with certainty.
Investment advising: it's all about helping your money grow wisely. By getting to know your financial aspirations, comfort with risk, and timeline, we devise an investment strategy that's tailored to you. Our service doesn't stop at just crafting your portfolio - we keep a close eye on market trends and adapt your investments as needed. With investment advising, you can stride into the financial market with a sense of sureness, backed by the knowledge that your investments are in expert hands.
Budget and taxation - it's about helping you master your finances. We dive into your income, expenses, and tax obligations to craft a realistic and beneficial budget and tax strategy. This service is not just about making ends meet, but also laying the groundwork for future financial growth. With budget and taxation guidance, you can optimize your earnings and breathe easy knowing you're making savvy financial decisions.
Anchor Capital Management recognizes that every individual's financial situation is unique, and therefore, financial planning services cannot be standardized. That's why our experienced financial advisor, Tim, takes a personalized approach to financial planning that caters to your specific financial goals.
Our comprehensive financial planning services include retirement planning, investment planning, estate planning, tax planning, risk management, and much more. At Anchor Capital Management, we believe that everyone deserves access to reliable financial planning services, especially individuals who may be retiring or leaving the military and require guidance in planning their future.
We offer realistic rates for our services without compromising on transparency or the quality of our financial advice. By taking the time to understand your financial challenges and objectives, we create customized financial plans that work for you. Our dedicated financial advisor, Tim, is committed to supporting you throughout the entire process, helping you make informed decisions and stay on track to achieve your financial goals.
Contact Tim
CONTACT
LOCATION
OPENING HOURS
Email: tim@anchorcapitalmgmt.com
Phone: 425-320-6837
Anchor Capital Management
1221 2nd Street
Marysville, WA 98270
Mon - Fri: 8am - 6pm
​​Saturday: 8am - 1pm
​Sunday: Closed