Jay Johnson III is the Founder and LPL Financial Advisor of Anchor Wealth Management LLC, headquartered in Burlington, NC. Jay is committed to helping clients navigate through the changing faces of life. Seeking to provide an exemplary level of client service is what drives the success of Anchor Wealth Management, LLC.
Chase Johnson is an LPL Financial Advisor with Anchor Wealth Management, LLC. He has a Bachelor of Science in Finance and Business Administration from the University of North Carolina at Greensboro. Chase is Series 7 and 66 registered with LPL Financial. He is also licensed for life insurance and long-term care insurance.
Chase Johnson is an LPL Financial Advisor with Anchor Wealth Management, LLC. He has a Bachelor of Science in Finance and Business Administration from the University of North Carolina at Greensboro. Chase is Series 7 and 66 registered with LPL Financial. He is also licensed for life insurance and long-term care insurance.
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LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
A transparent, comprehensive planning process is based on two key aspects of financial planning: insurance protection and access to funds when needed. A plan must address liquidity needs, to allow its owner to access funds when necessary. It must also take into account key stages of life. This can include preparing for events such as retirement, death, and in the event of disability and/or critical illness.
There are many financial products in the market, and so choosing the ones that best meet an individual client's needs can be complicated. That's where a financial planner can help. Financial advice should help you choose only those products that meet your current and future goals. Informed decisions about the products in any portfolio are best made after an assessment of individual needs.
As much as we try to prepare for them, tragic events like death, disability or critical illness sometimes strike. When faced with such a situation, insurance can protect policy holders and their families from undue hardship. For this reason, a variety of insurance coverage is essential to any comprehensive financial plan.
Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies can help manage savings on a daily basis. From mortgage payments to tax savings, a strategy for managing money involves a consideration of individual contexts. Depending on an individual's stage of life, chances are that person has a distinct approach to saving.
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