Government & Military
State and Federal benefits can be complex and confusing. Understand how those benefits fit into your goals and what they will provide.
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Robert S. Norman
Investment Associate and Financial Planner
CFP®
Anchor Investment Management, LLC
My Approach
Financial planning is personal, not one-size-fits-all. I help individuals and families make confident decisions through every stage of life, with a particular focus on helping the next generation build a strong financial foundation.
The Clients I Serve
High Earning First Generation
Higher income creates new opportunities and decisions. Build a strong financial foundation today while planning intentionally for tomorrow.
Physicians & Healthcare
Understand your benefits, manage debt intentionally, and make financial decisions that support both your career and long-term goals.
Also: Business Owners, Millennials & GenZ, Pre-Retiree
Major Milestones I Specialize In
Buying a Home and Relocation
Consider more than the purchase price. Make sure your housing decision fits your cash flow, long-term goals, and plans for the future.
Compensation Changes
When your income changes significantly, revisit your spending, savings, taxes, and long-term goals before adjusting your lifestyle.
Getting Married and Starting a Family
Align your financial goals early and revisit your savings, insurance, estate plans, and budget as your family and priorities grow.
Also: Career Changes or Job Loss, First Job and Career Entry, Funding Education, Retirement Planning, Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
I begin our relationship with an introductory meeting to understand your current position, needs, and where you would like to be in your set time horizon. We then work together to build a comprehensive plan of action to achieve your goals. We can meet as often as you need but typically, I meet with clients on an annual or semi-annual basis as life happens or your needs change.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.