Inner Circle Management

Anchor Certified Planners Group, Inc. is a comprehensive financial services firm based in Ormond Beach, FL, dedicated to helping clients achieve long-term financial success through customized programs designed for wealth preservation and growth. Led by experienced financial advisors, the company views clients as extended family, emphasizing the importance of education and understanding in making prudent decisions for their financial future. With a focus on personalized financial planning and investment strategies, Anchor Certified Planners Group aims to guide clients towards a worry-free retirement. The team, including Bill Grigat, Karrie Grigat Harman, Richard E. Harman III, and Colin Gray, is committed to mapping out paths that stay on course, allowing individuals to live their retirement dreams with confidence and less financial concern.Generated from the website

Livingston Financial Planning, Inc. is a NAPFA registered, fee-only financial planning and investment management firm located in Blue Mountain Beach, Florida. Led by Buz Livingston, a CERTIFIED FINANCIAL PLANNER, the firm provides personalized investment advice for clients at all stages of life, with no account minimums and fees charged on an hourly or retainer basis. With a commitment to objectivity and transparency, Livingston Financial Planning offers unbiased recommendations and services, ensuring that clients receive honest and individualized financial guidance. Driven by their mission to enrich the quality of their clients' lives, Livingston Financial Planning aims to improve financial awareness and education while understanding each client's unique needs. By establishing long-term relationships and offering superior service, the firm becomes a dependable support system for clients as they define their financial goals and enjoy their life. With Buz Livingston's expertise as a Registered Investment Advisor, clients can trust in professional, unbiased, and objective financial planning and investment management.Generated from the website

Financial planning is a big topic. It is important to know what concepts, techniques and solutions best fit your personal situation. Most people have no idea of where to begin and often make a plan by adding things that can counter the effectiveness of decisions they have made or will make later. While we cannot change the past, we can put you on a path to a better future. What does the future look like? Will you be working? Will you be downsizing a home? Will you need to turn investments into income? Organizing your financial life doesn t have to be overwhelming. Our clients find that with their financial plan in order, they can think more clearly about the future and make better decisions, allowing them to be free to enjoy life.