Broker Check

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.

Learn more

 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.

Learn more

Resource Center

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.
Learn More

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.
Learn More

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Learn More

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Learn More

Have a Question

Name
Email
Phone
Question
Thank you! Oops!