wiseradvisor

Anchor Private Planning

Tel: (214) 223-6022
751 East Southlake Boulevard
Suite 120
Southlake, Texas  76092
Anchor Private Planning | Financial Advisor in Southlake,Texas

About Anchor Private Planning

Brandi Holmes, CFP® is an independent financial advisor who seeks to serve as her clients' trusted financial partner. With more than 16 years of experience, she has dedicated her career to helping people take control of their finances and create a plan designed to guide them toward their goals. Specializing in comprehensive financial planning and what she refers to as life planning, Brandi assists clients in establishing key objectives and taking the appropriate action steps in pursuit of financial freedom. Utilizing a holistic planning approach, she is focused on nurturing a valuable relationship, learning about a clients entire financial landscape, and explaining financial concepts in a way that is easy to understand. Her clients needs always come first and she only recommends strategies she believes best align with their needs. Through strategic alliances with multiple nationally recognized custodians, she has the resources and tools to serve a wide range of needs. Based in D


General Information

Services:   Investment Management, Retirement Planning, Estate Planning, Cash Flow Analysis & Debt Management, Insurance

Office Hours

Monday   08:00 AM - 05:00 PM
Tuesday   08:00 AM - 05:00 PM
Wednesday   08:00 AM - 05:00 PM
Thursday   08:00 AM - 05:00 PM
Friday   08:00 AM - 05:00 PM

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