Agent #825731 · Mon – Fri 8:00 AM – 5:00 PM MST
Benefits & Financial Advisory
Your Benefits.
Your Future.
Anchored.
We help businesses and individuals navigate employee benefits and financial planning — with carrier-grade products and the personal guidance that makes all the difference.
What We Offer
Comprehensive Coverage for Every Stage
Employee Benefits
Give your team the protection they deserve. We design comprehensive benefits packages — health, dental, vision, life, and supplemental coverage — tailored to your workforce and budget. Access top-tier carriers including Colonial Life.
- Group Health Insurance
- Dental & Vision Plans
- Life & Disability Coverage
- Short-Term Disability
- Critical Illness Coverage
- Cancer Policies
The AnchorPoint Advantage
Fortune 100 Benefits — At No Cost to You as the Business Owner.
The same Short-Term Disability, Critical Illness, and Cancer policies that the largest companies in America offer their employees — we can bring those to your team. These voluntary benefits are employee-funded, meaning you provide the coverage without adding a dollar to your payroll costs. It's one of the most powerful tools you can offer, and most small business owners don't even know it exists.
Individual & Financial Planning
Whether you're protecting your family or planning for retirement, we provide the guidance and products to secure your financial future. Individual insurance, annuities, and long-term financial strategies built around your goals.
- Individual Life Insurance
- Annuities & Retirement Income
- Long-Term Care Planning
- Personal Financial Strategy
Retirement Planning
Build a retirement strategy that works — 401(k) rollovers, IRAs, annuities, and income planning to ensure you never outlive your savings.
Business Financial Advisory
From key-person insurance to executive benefit packages, we help business owners protect their companies and reward their top talent.
Why AnchorPoint
Carrier-Grade Products.
Personal-Level Service.
We believe every business — no matter the size — deserves access to the same quality benefits that Fortune 500 companies offer their employees. And every individual deserves a trusted advisor who knows their name and their goals.
Colonial Life
Carrier Partner
Independent
Licensed Broker
Businesses
Group Benefits
Individuals
Personal Coverage
Trusted Partner
Colonial Life Authorized Agent
Client Stories
Trusted by Businesses & Families
"AnchorPoint helped us build a benefits package that actually attracted top talent. Our employees feel valued and protected — and we didn't break the budget to do it."
Sarah M.
Small Business Owner
"I finally feel like I have a real financial plan. They walked me through everything — life insurance, retirement, the works — in plain English. No pressure, just guidance."
James T.
Individual Client
"Having a Colonial Life partner who actually knows our company made all the difference during open enrollment. Smooth process, great coverage, happy team."
Linda R.
HR Director
Free Resources
Benefits & Financial Tips
Short, practical videos on the topics that matter most — straight from our advisors, no jargon required.
What Is Voluntary Benefits — And Why Your Employees Want Them
Most employees don't know these exist. Learn how Short-Term Disability, Critical Illness, and Cancer policies work — and why they cost the employer nothing.
The 3 Retirement Mistakes Small Business Owners Make
From skipping a SEP-IRA to ignoring key-person coverage, these are the most common — and most costly — oversights we see every year.
Life Insurance: Term vs. Whole — Which One Is Right for You?
We break down the real difference, who each is best for, and how to decide without feeling pressured into the wrong product.
More videos coming soon — to be notified.
AnchorPoint Family
Will & Testament Kit
A complete estate planning starter kit — Will & Testament template, Power of Attorney forms, asset inventory worksheet, and more. Yours free, no strings attached.
- Last Will & Testament template
- Healthcare & Financial Power of Attorney
- Asset inventory & beneficiary checklist
- Step-by-step completion guide
Why It Matters
of Americans have no will or estate plan
free — no credit card, no obligation
is all it takes to complete the basics
Provided by AnchorPoint Benefits & Financial Group
Agent #825731 · Licensed & Independent
Ready to protect what matters most?
Whether you're a business owner building your team's future or an individual planning your own — we're here to help. Let's start with a free, no-pressure consultation.