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.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Beware of these traps that could upend your retirement.
A look inside the U.S. government's statistics on household net worth.
Even if you’re young and single, you should still consider protecting yourself.
These food myths will really put a drain on your wallet.
Technology tips to make your next trip even better.
At what point can you call a personal vehicle commercial?
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Here is a quick history of the Federal Reserve and an overview of what it does.
Here’s a quick guide to checking to see if you have unclaimed money.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
How do the markets usually react to elections? Was the 2016 election any different?
If you died, what would happen to your email archives, social profiles and online accounts?
Even low inflation rates can pose a threat to investment returns.