Together we can take the guesswork out of your financial future.
Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy. Using this tool, we ensure that your portfolio aligns with your investment goals and expectations.
The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision-making process.
After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.
We will also review your progress toward your financial goals by building a Retirement Map.
When we are finished, you’ll fully understand what we can do to increase the probability of success.
Anchor Financial Group, LLC is a full-service Wealth Planning Firm serving the personal finance needs of individuals and families, as well as the retirement plan and benefits needs of small to medium-sized businesses. Sal Petralia, Managing Partner of Anchor Financial Group, began his career as a financial advisor thirty years ago at E.F. Hutton. Starting in 1995, Sal and his wife Lynda built an independent financial advisory practice.
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(239) 596-7822
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Anchor Financial Group are not registered broker/dealers and are not affiliated with LPL Financial.
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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.