We’re a Veteran-owned, independent financial planning firm. At Anchored Strategic Advisors, we’re here to help you build and protect your wealth with services tailored to your goals. - Fee only financial planner - Fiduciary - Comprehensive Financial Planning - Retirement & Income Strategies - Investment Management (Stocks, Bonds, Mutual Funds, ETFs, alternative and private equity investments) - Tax-Smart Strategies in partnership with CPAs - Insurance & Annuities for Protection -College & Education Planning - Business Consulting & Owner Tax Strategies - Trust & Estate Guidance partnership with estate attorneys Whether you’re planning for retirement, growing a business, or building a legacy, we’re here to guide you every step of the way. Licensed nationwide Anchored in our strategy to build wealth!
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We provide a free consultation and detailed credit analysis to help clients better understand their financial standing. Our services also include free credit counseling, focusing on managing credit card balances, understanding debt-to-income ratios, and reviewing derogatory information reported on credit files. Our team specializes in disputing collections and correcting inaccurate information on credit reports. We actively challenge collection agencies and original creditors to address errors. Additionally, we educate our clients on their rights under the FCRA and FDCPA before initiating disputes with bureaus, creditors, and collection agencies. Operating statewide in Texas, our certified and bonded office is conveniently located in Round Rock, Texas. We are fully authorized by the Texas Secretary of State to provide credit repair services.
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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Round Rock, TX area, Michael Navarro will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Most wealth management firms are too product centric. They provide an expensive, bundled and haphazard solution before they ascertain your needs and objectives. This top-down approach is inherently flawed. Chris offers a more innovative answer with a bottom-up approach. He understand that people worked hard to position themselves for financial success and they want a firm that charges them for services based on what they need. This dedicated boutique consultant practice aims to foster long-term relationships with our clients by offering an unparalleled combination of service, institutional expertise and best-in-class partnerships which are aligned with their distinct needs.
Relationships with our clients go far beyond the traditional accounting and auditing services. Our range of services is available to provide you with strong solutions to meet your ever-changing environment. These services include: Accountants & Consultants: Audits, Reviews, Compilations & Agreed Upon Procedures; Tax Return Preparation & Planning; Mergers & Acquisitions/Due Diligence Consulting Financial Planning & Investment Management: Wealth Management, Retirement, Succession, Estate & Education Planning, Customized Portfolio Design & Implementation, Qualified Retirement Planning, Family Office Services. Investment advice provided through ML&R Wealth Management, an affiliate of Maxwell Locke & Ritter and a registered investment advisor.
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
