Our Mission and Approach
Our mission is to help our clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. We aim to accomplish this through education, training, integrity, and outstanding client service.
We strive to become the trusted advisors to you and your family by taking the time to thoughtfully understand your financial and lifestyle aspirations while developing a comprehensive wealth management plan to help you pursue what matters most. This means getting you to and thriving through your retirement – all the while, keeping it simple.
Our History
In 1998, what started as "Marcia Anton, Financial Planner," has evolved into "Anton Financial," a knowledgeable and experienced team of professionals. We are ready to respond to all your retirement and financial planning needs. The transition to Anton Financial allows us to deliver a broader scope of services to the highest degree of quality and responsiveness possible. Our Independence is powered by LPL Financial, the #1 Independent broker/dealer in the nation.
*According to Financial Planning magazine, June 1996–2022, based on total revenue.
Our Process
We will introduce our services and how we may assist you in making educated decisions seeking to maximize your pension.
We'll find out as much as we can to enable us to design a plan that will truly be tailored to your needs and fully aligned with your goals.
Our knowledge of the complexities of these plans and the options provided to participants, help us navigate and guide our clients toward a suitable retirement strategy.