Anchor Private Planning – Southlake Style

WORDS OF WISDOM: A goal without a plan is just a wish.

With over 80 years of collective experience in the financial industry, Anchor Private Planning is a wealth advisory firm focused on building relationships, educating clients and providing custom solutions. A multi-disciplined team consisting of CFP® practitioners and insurance specialists, they advise families on all financial matters impacting their wealth, including retirement planning, tax-sensitive investment management, estate planning and risk management.

Believing that an educated client makes the best financial decisions, the firm avoids financial jargon and brings Wall Street to Main Street, making even the most complex financial topics easy to understand. Established as an independent financial firm in 2015 by CFP® practitioner Brandi Holmes, Anchor Private Planning was founded with the goal of creating a framework in which clients have unparalleled access to their advisor.

“Every client receives our mobile phone number, which we believe demonstrates our commitment to be their financial advisor for life,” Brandi says.

Advisory services offered through Anchor Private Planning, a member of Advisory Services Network, LLC. Insurance services offered by individually licensed insurance agents. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S.