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600 Rinehart Rd, Suite 3096
Lake Mary, FL 32746

Phone:

407-878-3603, Cell 407-714-8945,

E-mail:

Flipbooks

You can review interesting Flipbooks on my site.

Contact Us

Please feel free to contact us with any questions.

Calculators

You can review interesting Flipbooks on my site.

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

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Reviews annual enrollment dates and options for Medicare participants.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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This calculator can help you determine whether you should consider converting to a Roth IRA.

Use this calculator to determine whether you qualify for the different types of IRAs.

How much Disability Income Insurance do you need?

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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