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
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
View all articles 
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
View all calculators
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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.
View all presentations
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.