At Anchor Pointe, family drives everything we do

Sam was thorough and well prepared for our meeting. He allowed plenty of time for questions and discussion. The visuals created were effective in comparing scenarios. Thanks!

April Account Review was focused and targeted as directed in advance. Both Derieck and Sam are always flexible to include any last minute issues as driven by the markets and geopolitics. We always find the meetings to be reassuring as we navigate through life.

Several years ago when I was approaching retirement I met with three financial advisers. My final decision was to go with Deriech Hodges who I had met before. Shortly after that I changed our casualty insurance to another agent. After a few visits with the new agent, he offered financial advice. When I mentioned that I had chosen Deeriech, his response was "if I did not do my own investing I would also use Deriech!", at that point I was satisfied I had made the correct choice in deciding ion a financial adviser. Please allow me to share some of the reasons why we are satisfied. We have a rather large three ring binder that contains all of our important documents, which each of these have been scanned and uploaded to our valt for safe keeping. Our family members are aware of this binder and contents should a sudden emergency occur, very comforting. And yes, we are very satisfied with our investment strategy and growth!

Esther and I appreciate the professionalism you show us and you always are looking out for our best Interests Involveing our financial well being.

It is always a pleasure working with Sam. The meetings fly by and we manage to find time to have fun along the way. A great addition to Anchor Pointe!

Sam is great to work with. He explains things in details that are easy to understand and listens to our questions and concerns. After each meeting we always feel that we picked the right team to help us meet our financial goals and are more confident going forward. Thanks Sam!

Dereick was prepared beforehand with many things to discuss and also helped address other questions I had. I feel like we are on a path for a great fiduciary plan for the future. Thank you!

We are extremely fortunate to have crossed paths with Derieck and Sam, and the team. Our financial scenario is solid, we understand the strategies, the timing of things, the stay in the market timeliness, and the professional and personal elegance of our financial advisors. Thank you.

Derieck, Sam, Carrie and Cherie are experts in financially planning for today's needs and for your future needs. One of their top values is their personal touch to build plans that are unique to your family. They live the plan with you as your life journey changes. If you need assistance in this area, you won't go wrong with this team of professional/personal experts.

I know we're in good hands with Derieck & Sam. They are honest, trustworthy, caring and very knowledgeable.

My experience today was just as it has been every single time - reassuring, kind, encouraging, helpful and always on track. I'm grateful for the solid advice that has brought me this far and I remain confident that they will continue to serve me well for the future! Thank you so very much!

Sam went over changes in the past year and what our outlook is for the coming year. He was very knowledgeable of our situation.

Excellent experience! My questions were answered thoroughly and completely in addition to recommendations for the future which were very helpful!

You guys are so easy to communicate with. Really think of everything.

EXCELLENT personal service. Very attuned individual needs and plans. Not a large impersonal firm with attention only to investments. A very personalized approach to all of a clients needs…..with excellent returns. You are a client not just an account

As always our experience with Derieck and Sam was spectacular. Talk and treat us as they would their own family. Looking out for our financial security and family legacy. Both are two of the brightest men on the planet with each trying to one up the other. Sam enjoys serving salad as Derieck carries an array of dressings for the final touch. Neither never ever disappoint .

Very informative meeting and our financial questions were answered to our understanding

Great service !

Derieck and Sam are very thorough in their preparation. They offer thoughts and insight on how to proceed with financial and tax planning. We appreciate them looking out for our future and helping us navigate a new phase of life.

Sam is great. I like that he listens to my concerns. He is detailed oriented and explains everything very well and follows up to make sure we are on the same page. I am confident with his advice.

Once again Sam Schwartz, CFP with Anchor Pointe Wealth Management has exceeded our expectations in volunteering to assist us with two goals. We needed some guidance on Long Term Care options, Sam communicated with our insurance agent to find an option that best suited our needs and offered valuable advice and guidance in making a commitment, allowing us to rest assured that we will be prepared if needed. Additionally we made the decision that it is time for my wife to start receiving her SSA benefits. Sam, without being asked to do anything, Sam scheduled a Zoom meeting with us and guided us through the online process of completing the application and provided the W4V tax document we needed. Anchor Pointe continues to serve us well in ways that we have not experienced with other financial management firms. We feel very comfortable knowing the I’s are dotted and T’s are crossed regarding our financial status..

My wife and I have been delighted with the professional management provided by Derieck and Sam. Their guidance, knowledge, diligence, and financial tools have made a tremendous positive difference in our past, present, and future finances, including our legacy. Additionally, we have now established a multi-year relationship with Anchor Pointe, and we can confidently say that we appreciate their professionalism as well as their friendship. Without any question in our minds, we are glad we contacted Anchor Point at least a couple of years before we retired. Financial advice and proper planning have made a huge difference in our peace of mind.

Sam is always comes across as caring & compassionate when I’m in a meeting. He’s patient & listens to my situation as if it’s the only one he has to deal with. I appreciate Sam tremendously b

Derick and Carrie have always been responsive to address any concerns and questions we have had. We have been working with Anchor Point for over 10 years and the trust we have is very comforting to us

I am so thankful we went to the workshop at the tech school so many years ago, truly changed our lives and future.

We had a great time at the game. We enjoy meeting others who are clients of Anchor Pointe. We all have something in common regarding financial matters and this experience gives a chance to see if we have other common interests. Derieck and Sam offer great insights into things we can do to enhance and enjoy our retirement. I especially appreciate the emphasis of family concerning our specific financial situation.

I really enjoy working with Anchorpoint. Sam is very involved in our plan and is responsive to my questions. He helps me feel informed and make decisions based on long term goals

Ken and I are always impressed with the service and advice from the Anchorpointe team! They always have a “can do” attitude, usually with a better solution than what we asked for. They are always willing to help make our dream adventures doable. Derieck, Sam, and Carrie truly care about their clients and always want to know, “what’s next?” This team is fully on board with their clients dreams and aspirations in their retirement years. Ken and I highly recommend them!!

We met the Anchor Pointe team somewhere in 2020, in person. We knew we were in trustworthy and very experienced hands. We sure are glad we met. Upon our retirement, the financial strategies have been spot on, clearly communicated, and periodically reviewed in a timely manner. Additionally, our relationship with the team has growth professionally and personally. We are very thankful, our financial results are solid.

We have trusted Derieck, Sam and the Anchorpointe Wealth Team for over twenty years. They provide a level of personal attention unrivaled in the financial advisor space. We have benefitted from top notch financial advice, and more important life advice for all these years. They really have played a major role in our financial and life success.

Really appreciate the guidance provided for our specific needs. Sam and Derieck really take an interest in our financial goals and success.

We had our semiannual meeting and it was presented in a knowledgeable manner and we were able to understand each matter we discussed.

I am thankful for our financial team. I am grateful they have organized our financial future. We can comfortably enjoy our retired years with confidence.

Very professional meeting Derrick and Sam were very helpful to myself and my wife Esther. We have a lot of moving parts to our portfolio and with Derrick and Sam’s help we are able to navigate our portfolio’s.

Great Zoom call! Personal attention provided by Derieck and Sam !

Derieck and Sam are so easy to work with. I value their opinion and expertise in the financial world today. They have helped me so much get me into the place I need to be when it will be my turn to retire. So thankful I went to see them.

My experiences with the Anchor Pointe team have always been fun and very fullfilling. Feels very much like family. Thinking I might write a best seller about all my experiences. The title will be "On Point with Anchor Pointe"

Derieck, Sam and Carrie have been so helpful in working with us to understand what retirement looks like for us. They are very personable and make us feel like we're their only concern. We appreciate their advice, knowledge, and are happy to have them walking us through this phase of life.

My wife and I are so grateful to have met Derieck and Sam at the Retirement Seminar they hosted in Cape. More importantly, we took the next step by meeting with them to discuss our financial situation. With their guidance, we're now on track to retire on our terms. If you're wondering, 'How do I start saving for retirement?' or 'How do I take the next step towards retirement?' - contact Derieck and Sam. Let them guide you; you won't be disappointed.

My wife and I are so grateful to have met Derieck and Sam at the Retirement Seminar they hosted in Cape. More importantly, we took the next step by meeting with them to discuss our financial situation. With their guidance, we're now on track to retire on our terms. If you're wondering, 'How do I start saving for retirement?' or 'How do I take the next step towards retirement?' - contact Derieck and Sam. Let them guide you; you won't be disappointed.

Sam, Derieck and Carrie are all very professional. My questions were answered at our meeting, and follow ups were responded to the very next day. I would highly recommend!

We have been working with Anchor point for over 10 yrs. The crew is great to work with and have a wonderful personality and treat you like family. They are always available for questions. They are really great with helping you with your Finacial security and planning for retirement. They have also helped with getting us organized and having all important documents in one binder. This has been a great help and I’m sure my kids will appreciate this when we are gone. They have lots of knowledge and can help you with putting you in contact with the right people for your trust, wills, and taxes too.

Sam and Derieck are great to work with. They explain everything in easy to understand terms and offer suggestions and ideas to help with our future growth.

Derieck, Sam and the whole office crew are truly “life savers”. Their counsel and expertise go way beyond just investment advice and counsel. Don’t get me wrong re this part of our life has been great. But whatever phase of life you are in……their steady hand and help with transitioning from one phase of life to another in areas way beyond just investments has been VERY HELPFUL for us. The best decision for us, years ago, was to transfer to AnchorPointe!! Thank you to the whole team.

I highly recommend Anchor Pointe. We have been their clients for about seven years.They answer all your questions and concerns. They are easy to talk with, very patient and professional. Their staff is always ready to help, when you need something. We meet with them on a regular basis and they are prepared with our information and ready for any questions you may have. Also, we have moved from Cape Girardeau, Mo to TN. It had t changed a thing, except we know have video conference's instead of in person.

This group of individuals are awesome. They take great care of us and our finances. Why not a five you say. Everyone has room for growth and improvement and when we don’t strive to improve we become complacent. I brag about these individuals all the time and hope for continued success and growth.

Great combination of professional and personal communication.

My experiences with the Anchor Pointe team has been very fulfilling. I feel as if though I could ask any of them to fun to the grocery store for an item they would argue as to who would do it. 😄 When we have our regular meetings I always leave with the confidence that they are looking out for our best interests. Also that they treat us as family.❤️ Okay I will go ahead and say it, I think the Anchor Pointe team are all Rock Stars ! 😎

The quarterly meeting went real good. Derrick and Sam made us feel welcome and we went over the material that we felt was important to us and our financial future.

My husband and I have been working with Derieck and his team for several years. In that time their advice has always been spot on. They have guided us through our retirement planning and helped us make the transition to retirement seamless. We can't stress enough how much help they have been!

We have been with Anchor Point for over 9 years. In that time, they have earned our full confidence and trust. With their guidance we are now in a much better place than we otherwise would have been. There were numerous things we had not addressed regarding estate planning and Derieck guided us through the process and got us to where we needed to be. It is truly a pleasure working with Derieck and Sam, them helping us navigate through all things financial ,, and Carrie is always there when needed for solid support on the client support side of things. Their expertise and service level is first-class. -Steve & Hazel H

My husband and I trust the expertise and guidance provided by the Anchorpoint team. Derieck, Sam, and Carrie are wonderful resources.

Anchor Pointe Wealth Management are excellent at responding to our needs, concerns, requests and questions. Great communication concerning market trends and forecast, especially in unstable market conditions. They go beyond the scope of financial management in so many other ways, to name a few: Assuring personal property, real estate titles, deeds, and bank accounts are up to date with ownership and survivorship. Advisement on Wills, Insurance, Taxes, Durable Power of Attorney, Credit Freeze, and Cyber Security. We have never had a better Peace of Mind when it comes to our financial goals, proper documentation of assets and liabilities, debt reduction, and survivorship when the time comes.

I first met Derieck when my boss asked me if I would like a ticket to attend a seminar/workshop, presented by Derieck in Cape Girardeau in2018. I attended this event learning about how to invest and manage your retirement funds to work for you to achieve your retirement needs and goals. I retired in April 2019, contacted Derieck, and set up an account for his firm to manage my finances. I am very pleased with the results, but more so with the personal connections working with Derieck, Carrie, and Sam. They do an excellent job not only on the investments, but are very personable! It is so enjoyable to have our meetings that not only focus on investments, but where we are in life and how we are spending our retirement days! I would highly recommend Anchorpointe to help you achieve your goals for the future!!