Welcome to Anliker Financial Management
Anliker Financial Management is a financial planning and investment management firm located in Glen Allen, Virginia. We are committed to helping our clients improve their long-term financial success. Our services focus on helping clients grow, manage and conserve their wealth through individualized personal service.
Integrating financial services and tax expertise gives us unique insight into your financial picture that allows us to provide a comprehensive approach. It's a difference that we believe allows us to better help our clients. Our financial advisors are Certified Financial Planner™ professionals and Certified Public Accountant professionals, who have been helping clients achieve their goals for over 15 years. We are honored to be our clients’ trusted advisor for their financial needs.
Please call us at 804-237-6044 to discuss your financial situation.
Helpful Content
Helpful Content
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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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 the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Business Cycle
How will you weather the ups and downs of the business cycle?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?