The Anthem Bespoke Plan

Similar to the Anthem Way Plan, the Anthem Bespoke plan offers continual and proactive dynamic risk management. However, the Bespoke Plan surpasses the Anthem Way Plan in that it involves more fine tuning and hand work to ensure that our clients’ portfolios are achieving their maximum potential.

The Anthem Bespoke Plan includes all value and services of the Anthem Way Plan with the following distinctions:

  • Monthly rebalancing of financial portfolio
  • Use of investment strategies that may require daily action by Anthem advisors
  • Custom stock and position trading by Anthem advisors through Anthem’s financial custodian
  • Daily investment reporting and financial risk assessment, or as desired
  • Full access to the entire Anthem team of advisors, investment and planning experts, and partners

The Anthem Way Plan

We believe that creating a financial plan and custom portfolio is important. However, no matter how good the plan is, it will quickly become irrelevant as market conditions and your unique financial circumstances change. The Anthem Way is all about continually working and adapting the plan to align with market dynamics and with your personal financial situation- what we like to call “dynamic risk management.”

With the Anthem Way, we continue to actively manage our clients’ portfolios throughout the year for a quoted fee. The Anthem Way comes with the following advantages:

  • Adaptive and proactive portfolio management
  • All Anthem Customized Services, including Planning and Investment Strategies
  • Semi-annual strategy and planning meetings with our Anthem advisors
  • Quarterly portfolio rebalancing and strategic investment optimization
  • Quarterly investment reporting and financial risk assessments
  • Continuous communication with Anthem advisors via email and phone

Family Gifting Planning

Gifting your money to your children and grandchildren shouldn’t be complicated, and our team at Anthem will help you keep it this way. Throughout the years, we’ve developed many plans for our clients to enable them to give money within their families in the most effective way possible.

Charitable Giving Strategies

The return on some investments cannot be measured in dollars, but in terms of the impact they make in others lives and the world around us. With Anthem we seek to help you make your charitable donations count, all while helping to offset tax burdens to make the most of these investments.

Executive Stock Option Strategies

Executive benefits can be difficult to navigate. Let our Anthem team of experts help you chart the financial waters to maximize your financial benefits, both current and expected.

Legacy Planning

Our Anthem team is very experienced in helping our clients to plan for the legacy they intend to leave, both personally and financially. Together with your advisor, we will craft a plan suited to your needs and implement the plan in accordance with your wishes. As an additional benefit, Anthem works with only best-in-class estate planning attorneys to ensure that everything has been fully considered and structured to your advantage.

Long Term Care Planning

This service is designed for clients who are looking to prepare against the possibility of long term medical care and support for themselves or those the love. Our Anthem team of advisors will help to shephard you through the decision-making process in a structured and comprehensive way. As with all of our services, our recommendations and guidance is always specific to the needs of you and your loved ones.

Insurance Planning

Protection and risk mitigation are critical components to safeguarding assets and protecting your investments. Being insured against a critical life event is a key element to achieving financial peace of mind. That said, insurance products can be unnecessarily complex and/or not structured to be in the best interest of the insured. We team with the best experts in the insurance industry to make certain that our clients have the protection they need in the areas where it matters the most.

Retirement Planning

This service is ideal for our clients who are interested in investing to reach retirement goals and achieving their envisioned quality of life. Our Anthem team will provide you with specific options that are best tailored to your needs and work with you to implement the selected investments.

401k Rollover Guidance

Across the United States alone, billions of dollars are stranded from employees who fail to properly account for their 401K investments when switching jobs or retiring. Our Anthem team works diligently with our clients to ensure that no 401Ks are stranded but are instead working hard for you.

Business Investment Consulting

Our Anthem team has decades of experience working with Fortune 500 companies in areas of leadership, finance, marketing, business development, program management, customer insights, mergers and acquisitions, and product “go-to-market” strategies. We have worked with business to business, business to government, and business to consumer companies in sectors ranging from high technology to consumer goods to hospitality, and more. We look forward to working with you to provide peace of mind for you and your business.

Personal Investment Advising

One of our Anthem financial advisors will work alongside you to evaluate your financial positions and offer actionable recommendations that suit your specific needs.

Hand-Tailored Financial Portfolio Construction

The most complex and valuable single service that we offer is our specialty: designing and building a world-class financial portfolio for our clients. This service includes the Personal and Financial Portfolio Risk Assessment and Financial Health and Second Opinion Service. In addition, we take the recommendations from these evaluations and take action on them to create an all-encompassing financial portfolio that is designed just for you, your risk tolerance, and your short and long term goals.

Social Security Planning and Analysis

Planning for and around a fixed income requires foresight and accuracy. With this service, Anthem works alongside you in ensuring that your expected income will provide for the quality of life you expect.

Maximize Your Life Plan

Investing and saving are only two aspects of our mission to enable our clients to live their best lives. What is equally important is knowing when and how to wisely spend your money to provide comfort and create invaluable memories. Prior to working with us, many of our clients didn’t know that they could spend the money they had earned without jeopardizing their financial peace of mind. With Anthem’s “Maximize Your Life Plan,” we work with you to best manage investment withdraws to achieve your dreams.

Financial Health Audit and Second Opinion Service

Understanding your overall personal or business financial landscape can be overwhelming. Quite frankly, many people don’t know what they don’t know about investment vehicles, savings, and insurance policies to mitigate risk. This is where we excel. With decades of experience, we pride ourselves on providing clarity to your financial life, evaluating your current strategies and policies, and empowering you to make the best decisions for your family, your business, and your life.

Personal and Financial Portfolio Risk Assessment

Caring for your financial future is all about knowing you: your unique financial situation, your tolerance for risk, and your need for capital. We then evaluate the risk of your current portfolio to see if these risk levels are matched. Through these efforts our Anthem team will make recommendations to align your portfolio to your personality and provide confidence in your financial strategy.

The Full Spectrum of Anthem Services

We offer a wide array of financial services. With these competencies at our fingertips, we handcraft custom solutions for your needs and goals, no matter how complex or sophisticated your financial needs may seem.

Customized Services To Get You Started

Personal and Financial Portfolio Risk Assessment

Financial Health Audit and Second Opinion Service

Maximize Your Life Plan

Social Security Planning and Analysis

Hand-Tailored Financial Portfolio Construction

Strategy and Planning Services

Personal Investment Advising

Business Investment Consulting

401k Rollover Guidance

Retirement Planning

Insurance Planning

Long Term Care Planning

Legacy Planning

Executive Stock Option Strategies

Charitable Giving Strategies

Family Gifting Planning

Actively Managed Client Portfolios

The Anthem Way Plan

The Anthem Bespoke Plan

Reimagine your financial future. Contact us today and see what's possible.

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