At Anchor Pointe, family is at the heart of everything we do. We see our team and our clients as an extension of that family: built on trust, care, and shared values. Our approach is rooted in education and collaboration, ensuring you feel informed and empowered to navigate your financial journey with confidence — so you can live the life you envision.

Why We’re Different

As a fiduciary, we focus on planning and managing your financial future — not selling products. We are here to serve you and your loved ones.

Ways We Can Help

You're 50+ with over $500K saved for retirement — but you have questions. This list highlights common challenges our clients face. If you have specific concerns about your situation, we’re here to help — reach out to us.

How do I generate reliable income to replace my paycheck in retirement?

How can I minimize taxes on my retirement income?

What investment strategies should I consider for retirement?

How can I create a sustainable withdrawal strategy for my retirement savings?

How do I prepare for healthcare expenses in retirement?

Our Process to Guide You To — and Through — Retirement

Get Acquainted

Brief introductory call to discuss your goals and financial needs.

Assess & Strategize

Share your financial documents and meet with our team for a roadmap tailored to your future.

Onboard & Implement

Build a comprehensive financial plan that aligns with your objectives while identifying opportunities for growth and improvement.

Our Process to Guide You To — and Through — Retirement

Get Acquainted

Brief introductory call to discuss your goals and financial needs.

Assess & Strategize

Share your financial documents and meet with our team for a roadmap tailored to your future.

Onboard & Implement

Build a comprehensive financial plan that aligns with your objectives while identifying opportunities for growth and improvement.

A team of trusted advisors: Committed to excellence and integrity

WHAT YOU GET: 

TRANSPARENT PRICING

Customized Financial Plan

Fiduciary Financial Advisor

WE WILL NEVER:

Charge Hidden Fees

Recommend Cookie-Cutter Strategies

Hide Conflicts of Interest

WHAT YOU GET:

Transparent Pricing

Customized Financial Plan

Fiduciary Financial Advisor

WE WILL NEVER:

Charge Hidden Fees

Recommend Cookie-Cutter Strategies

Hide Conflicts of Interest

Ways We Can Help

You're 50+ with over $500K saved for retirement — but you have questions. This list highlights common challenges our clients face. If you have specific concerns about your situation, we’re here to help — reach out to us.

How do I generate reliable income to replace my paycheck in retirement?

How can I minimize taxes on my retirement income?

What investment strategies should I consider for retirement?

How can I create a sustainable withdrawal strategy for my retirement savings?

How do I prepare for healthcare expenses in retirement?

Case Studies

Our Team

Derieck Hodges

Principal, Wealth Advisor

Sam Schwartz

Vice President, Wealth Advisor

Carrie Litzelfelner

Client Experience Manager

Cherie Stembel

Advisor Assistant

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Go Farther

*This chart is solely for informational purposes and should be considered only as a hypothetical situation. Investing in securities involves potential risks, including loss.

A sophisticated wealth platform that makes your life simpler

Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t.

  • See your wealth in action
    Get a holistic view of your finances, all in one place.
  • Effortless to control
    A simple dashboard allows you to make changes to your portfolio directly.
  • Save time and hassle
    Get the answers you’re looking for at the click of a button.

The security of your assets is our top priority

  • Investments insured by SIPC up to $500K for each account
  • Your data is encrypted when stored and on the move
  • Your money is backed by trusted custodians, including Pershing, Apex, Schwab, and Fidelity

Ready to talk?

Simply fill out this commitment-free form to begin. We look forward to getting to know you.

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