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Anliker Financial Management
5348 Twin Hickory Rd
Glen AllenVA 23059

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It May Be Time for a Financial Checkup Forecast How to Bake a Pie-R-A Retirement Redefined

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.

Helpful Content

 

Helpful Content

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

 

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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