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Your Dedicated Retirement Specialists

Who We Are

Anthem Financial Services is an independent financial services specializing in providing services for employer sponsored retirement plans, including 401(k), profit sharing, 403(b) and other qualified plans. Our consultants average 25 years of experience and are focused on delivering impactful strategies to both plan sponsors and participants.

Plan Sponsors

We work to first help our clients understand what it means to be a fiduciary and what requirements the Department of Labor would like them to meet. We then implement and monitor processes in all areas of the plan in order to seek to minimize excess liability.

CFOs, CEOs, Presidents and Human Resources/Benefits Professionals have personal liability for assets in the company’s retirement plan. It is crucial that plan sponsors partner with an independent firm specializing in services that seek to reduce exposure to fiduciary liability.

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 Individuals and Families

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk so we can help design an investment strategy pertinent to your goals. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Resource Center

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.
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A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.
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Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.
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