About Us

Anchor Financial

At Anchor Financial, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the 5 critical areas of retirement planning, including:

Retirement Income Planning
Social Security Planning
Estate Planning & Legacy Planning
Medicare & Long-Term Care Planning
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Thank you for taking the time to learn more about me and Anchor Financial LLC.

Like so many Americans, I wasn’t born into wealth or affluence. As a family, we weren’t financially astute; consequently, we suffered money hardships.

Believe it or not, I appreciate all the tough times growing up. They created a desire in me to learn more about how money worked, prepared me for the financial services industry, and readied me to be CEO of Anchor Financial. For all of that, I am eternally grateful.

I started my journey in the industry more than 20 years ago as a mortgage loan officer, serving clients from all walks of life with a broad array of financial needs. Because people needed help in so many different areas, it made sense to offer more diversified services to cater to their needs. I began to offer products ranging from mortgages to life insurance and more.

This turned out to be a wise business decision. After the financial crisis of 2008, the financial industry drastically changed. I turned my attention to financial literacy, focusing on retirement planning and risk management via the insurance industry.

At Anchor Financial, financial literacy is the cornerstone of our day-to-day operation and an integral part of serving our clients.

We live in uncertain times. So many things have been called into question. The wall that divides many people from success is education; this is especially true when it comes to personal finances. There has never been a greater need to understand how money works – and gaining that knowledge is critical to your overall financial health and survival.

Anchor Financial is here to serve you. We are ready to take on any challenge and will continue chiseling away at the dividing wall so vital financial information flows freely, helping you feel confident about the choices you make.

Roy Cooper

As financial advisors, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Anchor Financial, we work hard to bring our clients financial solutions that are designed to help them achieve security and peace of mind in retirement.

Call us today to see how we can help!
704.897.2185