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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

Considering some important issues now could provide more options in the event of early retirement.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Provides tips for managing rising food prices through smart shopping.

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Explains how future tax rules may impact deductibility of charitable donations.

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Use this calculator to estimate how much income and savings you may need in retirement.

How much will it cost to pay off a loan over its lifetime?

How much Disability Income Insurance do you need?

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

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