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Anchored Wealth Strategies provides comprehensive financial planning for individuals and families by offering a broad range of investments through both advisory and brokerage services. We also have the ability to compare over 70 insurance carriers to thoroughly guide you in a practical, unbiased approach to help find the most suitable solutions for Health, Life, Medicare and Long-term Care.
Our Services
Advisory Services
Cover yourself from the rising costs associated with medical care and prescription drugs.
Life Insurance
Provide financial security upon death or use it as a vehicle for immediate access to cash.
Brokerage
Cover yourself from the rising costs associated with medical care and prescription drugs.
Long-term Care
Insure yourself from the impacting costs associated with Long-term Care services.
Medicare
Protect yourself from out of pocket costs associated with Original Medicare (Parts A & B).
Annuities
Benefit your overall retirement strategy using a tax-deferred vehicle with principle protection.
Health Insurance
Cover yourself from the rising costs associated with medical care and prescription drugs.
Hospital Indemnity and Critical Illness Insurance
Cover yourself from large out of pocket expenses that can result from a long hospital stay or treatments