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.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
It sounds simple, but paying yourself first can really pay off.
What kind of auto insurance should you have? Do you know?
There are common mistakes you can avoid when saving for retirement.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
For some, the social impact of investing is just as important as the return, perhaps more important.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Recent changes in estate tax laws could affect the strategy you have in place.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
If you died, what would happen to your email archives, social profiles and online accounts?
There’s an alarming difference between perception and reality for current and future retirees.