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
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.