Agent #825731 · Mon – Fri 8:00 AM – 5:00 PM MST
Our Story
Built on Trust.
Anchored in Purpose.
We are an independent benefits and financial advisory firm serving Arizona businesses and individuals — bringing Fortune 100-level coverage to the people who need it most.
Why AnchorPoint Exists
AnchorPoint Benefits & Financial Group was founded on a simple belief: every business owner and every working family deserves access to the same quality of benefits and financial protection that Fortune 100 companies provide their employees.
Too often, small and mid-size businesses are left navigating a complex, confusing benefits landscape on their own — overpaying for coverage that doesn't fit, or leaving their teams without the protection they need. We exist to change that.
As an independent, licensed advisory firm, we work with the top carriers in the country to build benefits packages and financial plans that are tailored to your people, your budget, and your goals. We are not tied to any single carrier — which means our only loyalty is to you.
Agent #825731 · Licensed & Independent · Colonial Life Authorized Partner
Colonial Life
Authorized Agent
What We Stand For
Our Core Values
These are not just words on a wall. They are the principles that guide every conversation, every recommendation, and every relationship we build.
Integrity First
We recommend what is right for you — not what pays us the most. Our advice is always independent, transparent, and in your best interest.
People Over Policies
Behind every policy is a family, a team, a livelihood. We take that seriously and treat every client relationship with the care it deserves.
Education-Driven
We believe informed clients make better decisions. We take the time to explain your options clearly — no jargon, no pressure, just clarity.
Long-Term Partnership
We are not a one-and-done transaction. We stay with you through open enrollment, life changes, and every question in between.
What Sets Us Apart
- Independent — we work for you, not the carriers
- Access to top national carriers and plans
- Voluntary benefits at zero cost to the employer
- Short-Term Disability, Critical Illness & Cancer policies
- Personalized service — not a call center
- Open enrollment support and year-round guidance
- Retirement and financial planning under one roof
- Serving Arizona businesses and individuals
Our Promise
"We will never recommend a product we wouldn't put on our own family."
Every recommendation we make is grounded in what genuinely serves you — your team, your budget, and your long-term security. That is the AnchorPoint standard.
AnchorPoint Benefits & Financial Group
Agent #825731 · Licensed & Independent
Carrier Partnerships
The Carriers Behind Your Coverage
We are independent, which means we shop the top carriers in the country to find the right fit for you — not the other way around.
Colonial Life
Authorized Agent · Agent #825731
Aetna
Group & Individual Health
UnitedHealthcare
Group & Individual Health
Cigna
Group Health & Dental
MetLife
Life & Disability
Principal
Retirement & Group Benefits
Mutual of Omaha
Life & Supplemental
Aflac
Supplemental Benefits
And many more — we work with dozens of carriers to find the best fit for your needs.
Ready to Get Started?
A free, no-pressure consultation is the best first step. Let's talk about what you need and build a plan that fits.
928-706-9979 · [email protected] · Mon–Fri 8:00 AM–5:00 PM MST