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.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Apps that help small business owners better manage and grow their business.
If you find it hard to attain personal life goals, there’s an app for that!
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Six overlooked tax deductions to help manage your tax bill.
It sounds simple, but paying yourself first can really pay off.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Smart investors take the time to separate emotion from fact.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Estate conservation is too important to put off. Do you have a smart exit strategy?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Women must be ready to spend, on average, more years in retirement than men.
$1 million in a diversified portfolio could help finance part of your retirement.