Estate and Wealth Planning
We know that every client is different, so we look at each client’s situation in total to identify and integrate all your investments, retirement income planning and insurance into one comprehensive plan. We also work closely with your tax and legal advisors to incorporate savings wherever possible.
From the outset, we identify ways to streamline and improve your existing portfolio and financial plan. When you become an Ancora client, we use our systematic process to thoroughly understand your situation. The insights we gain, combined with the desired outcome of your needs, enable us to develop strategies that will meet your goals with the greatest probability of success.
The result is peace of mind for you and your family with a comprehensive wealth management solution specifically developed with your goals in mind. Our team will continue to work with you to review and update strategies at every life stage and as your needs change.
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We Truly Get to Know You
And your goals, assets, liabilities and what makes your situation unique
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Lifetime Planning Solutions
Ancora broadens the scope from investment management to address your complete financial situation
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Find the Right Investments
It’s about the right mix of equities, fixed income and alternatives to position your portfolio and manage your risk
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Regular Review and Monitoring
Your financial needs evolve and so should your plan – we regularly monitor and adjust based on your goals
Tailored financial solutions. On your terms.
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Families & Trusts
Families that have amassed wealth and multiple generations of beneficiaries have unique investment needs. From charitable giving, financial education and estate planning to inheritance and tax planning, we create individualized plans for your family.
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Entrepreneurs & Business Owners
Building a successful business is a legacy that needs to be handled with care. Our team is experienced in addressing the specific requirements business owners have, such as business transfer, liquidity events, income replacement needs, employee retirement plans and tax planning.
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Accomplished Professionals
The dedication and care you’ve taken to grow your career should not go unnoticed. We can help you maximize and preserve your wealth with our complementary divisions and investment solutions.
The Right Financial Plan
Our highly skilled planning professionals take an individualized approach to craft a tailored plan specific to your needs and goals. We can help guide you through the financial changes that may arise in life as well as review your plan at every life stage. We develop a comprehensive plan that will address all relevant issues at once, working alongside you every step of the way.
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Investment Planning
- Analysis & Discovery
- Strategy & Goals
- Risk & Style Assessment
- “Uses of Money” Documented
- Target Asset Allocation Determined
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Estate Planning
- Document Review & Guidance
- Asset Titling & Estate Tax Planning
- Charitable Giving
- Lifetime Giving Strategies
- Business Transfer
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Lifetime Planning
- Cash Flow Needs Analysis
- Financial Planning & Budgeting
- Mortgage & Liability Analysis
- Healthcare & Long Term Care
- Social Security & Medicare
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Insurance Consulting
- P&C Policy Audit & Review
- Life Insurance Analysis & Placement
- Asset & Estate Protection Strategies
- Disability & Income Protection
- Long Term Protection
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Guiding Family Members
- Education Funding
- Investment Education
- Living Expenses
- Inheritance Planning
- Assisting Aging Parents
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Retirement Plans, Tax & Other
- Retirement Plan Analysis
- Benefits Education
- Tax Planning
- Roth IRA Conversion Analysis
- Securities Based Lending
To learn more, contact an Ancora advisor today >