THAT IS WHY, AT ANTHOLOGY
YOUR DREAMS AND ASPIRATIONS DO NOT COME WITH A TEMPLATE. SO WHY SHOULD YOUR PLAN?
WE DO NOT
- Just pick stocks
- Sell cookie cutter products & plans
- Take a singular approach
- Offer only one company’s products
- Sell you products and walk away
WE DO
- Tax efficient financial planning
- Co-author your financial story
- Deliver sophisticated solutions tailored for you
- Inspire actions that drive results
- Forge a plan designed to create your financial freedom
- Help you live your best life
Financial Planning
When you plan with us, you’ll have an experienced advisor leading a dedicated team with a diverse range of financial expertise.
Read moreInvestment Solutions
Our long-term approach to investing and wide range of options can help meet your unique financial needs—giving you the edge you and your family need to enjoy your wealth today, and for generations to come.
Read moreWealth Management
A personalized wealth management strategy is necessary to sustain and grow your long-term wealth, meet your financial goals and align your comfort with market risks along the way.
Read moreLife Insurance Planning
While providing the protection you need, our solutions play a key part in your financial plan, giving you more financial flexibility throughout your life.
Read MoreDisability Income Planning
Help protect your earning power and keep your goals on track if an unexpected injury or illness prevents you from working.
Read moreLong-Term Care Planning
Having a long-term care plan in place will give you (or a loved one) choice and control over where and how to receive care should it be needed.
Read moreAlternative Investments
For more sophisticated investors who are interested in opportunities beyond publicly traded stock and bond markets, alternative investments can play an important role in diversifying your portfolio through broader exposure.
Read moreBusiness Succession Planning
Make sure the business that you’ve worked hard building will continue to move forward once you’ve decided to step back.
Read moreCharitable Giving
Now more than ever, people are putting their money where their values are. As part of your financial plan, charitable giving can help support the causes and organizations that are important to you, while maximizing tax efficiencies.
Read more