stop overpaying your taxes
And Grow Your Wealth Instead
Learn How Our Expert Strategies Saved Our Clients Over $258K in Taxes Each Year!
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"The goal of retirement is to live off your assets
—not on them."
-Frank Eberhart
Our Client's Feedback
What our clients are saying
“Stacey is very diligent. He has a holistic approach to taxes, investments and alternative
investment strategies.”
Michael R
Franklin, TN
“The financial world is full of misinformation. It is difficult to navigate. That’s why you need a
guide. I was looking for an advisor to guide me, navigate for me and not lose my money. Stacey
asks great questions and develops a strategy based on that.”
Dwayne S
Hohenwald, TN
“Stacey is a great guy. He is caring and understanding. He takes the big picture into consideration and the guides you to what works for you
You can tell he has a genuine interest in helping us.”
Scott W.
Cabo San Lucas, MX
Why do Clients Love
to Work With Us?
At Anchor Wealth, we're not just financial advisors; we're architects of financial futures.
We specialize in designing bespoke wealth management and tax reduction strategies exclusively for high-net-worth individuals and families. With a focus on deep, personalized engagement, we understand that our clients require more than cookie-cutter solutions. Our clients are discerning individuals who expect exceptional service and results. We work best with clients who are proactive about their financial health and are seeking a trusted partner to safeguard and grow their wealth. By integrating cutting-edge financial tools with a meticulous, hands-on approach, we ensure that each strategy is finely tuned to our clients’ unique lifestyles, goals, and aspirations. Our commitment is to provide not only peace of mind but also a clear pathway to financial growth and legacy building.
Discover Anchor Wealth
Personalized Wealth Management Tailored for High Earners
At Anchor Wealth, founded by Stacey Andres, we specialize in custom tax reduction and wealth management strategies for affluent individuals and families. With a reputation for excellence and innovation, our approach goes beyond standard financial advising. We delve deep with our signature Financial MRI, pinpointing opportunities to significantly reduce your tax liabilities and enhance your wealth
How Can We Help with Your Priorities?
You may qualify for a personalized Tax Reduction Plan with Anchor Wealth — where high income earnersfind proven solutions to protect and multiply their wealth.
Tax Planning
Risk Mitigation
Wealth Management
Legal Services
Business Advisory
Faith-Aligned Investing
Modern Accounting Tools & Service
Life
Insurance
Traditionally, life insurance provides financial security for one's family after death. It's wise to review policies annually or during major life events like marriage, divorce, birth/adoption of a child, or significant purchases. Additionally, life insurance offers living benefits and is now a valuable tool for retirement, college, estate, and business planning.
Premium Finance
Premium financing, offered by banks or financing companies, aids clients aged 29 to 75, with a net worth of $3,000,000 or more, in paying insurance premiums. Indexed universal life (IUL) policies, commonly used for buy/sell agreements, leveraged gifting, ESOPs, and tax-advantaged retirement planning, often yield growth surpassing loan interest rates, creating positive arbitrage.
Cost Segregation
A cost segregation study reclassifies assets, reducing tax depreciation time, thus cutting income tax and boosting cash flow. It identifies construction-related costs for shorter tax lives (often 5, 7, and 15 years) compared to the building's (usually 39 years for non-residential real estate), isolating non-essential property affixed to the building.
Annuities
Annuities ensure a steady cash flow during retirement. Structured according to various factors like payment duration, they offer flexibility for individuals to tailor contracts to their needs, ensuring financial security in retirement.
Captive Insurance
A Captive Insurance Company insures risks from its parent group, offering an alternative risk management method. It allows companies to protect themselves financially with more control over insurance. Businesses pay tax-deductible premiums to their Captive, saving on third-party profit margins. Benefits include cost savings, reduced risk exposure, and potential profit center development.
Long Term
Care
Long Term Care (LTC) is often costly, with skilled nursing facilities charging $150 to $300 per day, over $80,000 annually on average. A well-balanced retirement plan may include an LTC policy to safeguard retirement savings. Non-Traditional LTC policies allow premium access if LTC is unnecessary. Some life insurance contracts offer LTC riders for added protection.
Assets under management
Many clients seek stock market growth without the hassle of managing their accounts. We collaborate with expert money managers who have a proven track record of outperforming the market over the last 15 to 20 years, providing clients with the growth potential they desire.
ESOPs
An ESOP is a qualified, defined contribution plan investing primarily in the sponsoring employer's stock. It provides tax benefits to the company, selling shareholder, and participants. ESOPs create a liquid marketplace for closely held stock, offering a tax-advantaged exit strategy. Owners can sell stock while retaining full control of the company.
Cost Remediation
Cost remediation and procurement strategies help companies stay competitive by reducing operational costs and corporate risks, boosting profit performance. Specialists consider various factors like manufacturing incentives, vendor screening, energy deregulation, equipment lease audits, and tax credits to lower operating costs during cost remediation or procurement studies.
Buy/Sell Agreements
A buy/sell agreement, also known as a "business will," is a legally binding contract between co-owners, addressing events like death, departure, or forced exits. Insured buy/sell agreements, funded with life insurance, ensure smooth business transitions and provide adequate financial coverage, as recommended by financial planners.
Estate
Planning
Estate planning, conducted during one's life, anticipates and arranges the disposal of assets, aiming to eliminate probate uncertainties and minimize taxes and expenses. The complexity of the plan depends on the client's needs. Guardians are often designated for minor children and beneficiaries in case of incapacity.
Business Financing
Finding the right financing source can be a significant challenge for businesses. Business financing specialists collaborate with numerous lenders nationwide to secure the best loan for clients. Leveraging their expertise and extensive network, they assist clients in closing the most suitable loan without pressuring them to purchase any specific financial product, unlike banks or lenders.
Financial MRI System in Action
Add an advance planning specialist to your CPA team
Personal Consultation
Financial expertise for growing your business.
Building a
Legacy
Protecting your wealth and leaving a legacy.
Our Team of Wealth Experts
Janel Sykora
Software Services (Tax Review System)
Craig Favara
Leveraged Deductions
Tracy Armstrong
Certified College Funding Specialist
Charles Riggs
Research and Development Tax Credits
Frequently Asked Questions
What can I expect during a discovery call with Anchor Wealth?
During your discovery call, we will discuss your current financial situation, your long-term financial goals, and any immediate financial concerns you might have. This call is an opportunity for us to understand your needs better and for you to learn how our tailored financial strategies can help reduce your tax liabilities and enhance your wealth management.
How long does the discovery call typically last, and what do I need to prepare?
The discovery call typically lasts between 15 to 30 minutes. It is helpful if you have a general idea of your financial goals and any specific concerns you would like to address. No detailed financial information is needed for the initial call, just an overview to guide our discussion.
Is there any cost associated with the discovery call?
No, the discovery call with Anchor Wealth is completely free of charge. This call is designed to help us both determine if our services are a good fit for your financial needs without any obligation.
How do I schedule a discovery call with Anchor Wealth?
Scheduling a discovery call is easy! Simply visit our website and select a time that works best for you from our online calendar. You will receive a confirmation email with the details of the call and a link to the virtual meeting room. If you need to reschedule, you can do so directly from the confirmation email.
Who is the discovery call with Anchor Wealth intended for?
The discovery call is ideally suited for individuals or families who are currently paying over $100,000 in taxes annually, while earning over $750,000. We find that we can have the most significant impact with clients in this group by applying our specialized strategies to significantly reduce their tax liabilities while enhancing overall financial management. If you are looking to optimize your financial outcomes and are in this tax bracket, our personalized services are designed to meet your needs effectively.
Contact Us
Anchor Wealth uses investment planning, estate design and innovative tax strategies to create and protect your wealth today and through retirement so you can leave a legacy to future generations that aligns with your faith-based and philanthropic values.
