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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

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

 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

Retiring in a Post-Pandemic World

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.
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The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
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Your Cash Flow Statement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.
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When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
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