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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

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.
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Saving for College 101

Here’s a crash course on saving for college.
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Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.
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