Nossos serviços
Stop working at 45? At 50? It's possible. But you need a real plan. Here at Anchor, we don't sell dreams. We build paths. We analyze your situation for real. No frills. No empty promises. Then, we put together a strategy that works. Investments. Savings. Taxes. We take care of all of this together with you.
Cada serviço é executado por profissionais experientes, com plano claro e foco na satisfação.
Serviço 3
We sit down, we talk, we understand everything. How much do you have? How much do you spend? How much do you need? We map out your numbers for real. Without hiding anything. Without assuming things that aren't right. From here come answered questions and an honest picture of your financial life.
- Detailed analysis of assets and expenses
- Realistic projection of how much you need
- Identification of money leaks
- Written and clear report to consult later
Serviço 2
Every person is different. Your priorities. Your fears. Your dreams. We put together a plan that makes sense for you. It's not generic. It's not copied. It's yours. It includes concrete steps, real timelines and adjustments as life changes.
- Phased strategy with clear milestones
- Approximate date when you can stop
- Alternative paths if things change
- Annual follow-up to recalibrate
Serviço 1
There are smart ways to save money on taxes. There are investments that combine better with your profile. We study all of this. Like, seriously. How much you save in taxes matters. A lot. And the security of your money too.
- Analysis of more efficient savings products
- Legal strategies to reduce tax burden
- Investment allocation according to your risk
- Six-monthly performance review
Serviço 3
Everything you've built needs to be protected. It's not paranoia. It's prudence. We review your insurance, see if it's really covering you, and fill in the gaps. Because if something goes wrong, everything needs to be right.
- Evaluation of existing insurance coverage
- Asset protection recommendations
- Legal structure to preserve assets
- Basic succession plan
Serviço 2
Early retirement isn't a project that ends. It's a life that begins. We stay with you. We answer questions. We adjust when needed. We see how you're doing. And we change course if necessary. You're not alone in this.
- Quarterly meetings to review progress
- Email and phone support when you need it
- Plan adjustments as circumstances change
- Access to online tools to track progress
Serviço 1
Money is important. But your life after is too. How will you spend your time? Where will you live? What's your style? All of this affects how much you need to save. We talk about this for real, it's not small talk.
- Mapping of your retirement expenses
- Discussion about hobbies and personal projects
- Realistic calculation of desired cost of living
- Long-term sustainability strategy
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