Welcome to Anliker Financial Management
With more than 15 years of experience, we pride ourselves on providing personalized investment services, as well as a host of strategies for virtually every issue that touches your financial life. Our approach begins with listening to your goals, your dreams and your challenges. We take the time to truly understand your perspective and give you the comfort of knowing you're working with people you can trust.
Integrating financial services and tax expertise gives us unique insight into your financial world and allows us to provide a comprehensive approach that simplifies your life.
Please call us at 804-237-6044 to discuss your situation. If you like, we can schedule a complimentary "Get Acquainted" meeting. This will help us decide if we’ll be a good fit to work successfully together.
We encourage you to explore our site and learn more about the services we provide. We look forward to hearing from you.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
For homeowners who think their property taxes are too high, there are ways to appeal.
Bonds may outperform stocks one year only to have stocks rebound the next.
This worksheet can help you estimate the costs of a four-year college program.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
When do you need a will? The answer is easy: right now.
Agent Jane Bond is on the case, covering how bond laddering works.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A bucket plan can help you be better prepared for a comfortable retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?