What We Do And How We Can Help
By Scott McCord, AAMS®, BFA™
When it comes to money, many of us think that having lots of it is the be-all, end-all goal. And while, yes, money does make the world go round, we believe that money is a tool, not a solution. That’s why Anthem Financial takes a different approach. We think that your finances are as unique as your life and need more than just a one-size-fits-all solution. Our customized strategies and creative solutions help our clients pursue financial freedom and security alongside personal fulfillment.
What We Do
Our mission is to help you create your own financial anthem. We do this by focusing on your values, because we believe that when you align your financial decisions with your goals and your goals with your values, you increase your chance of financial success.
We provide values-based financial planning, first taking the time to build a relationship with you, discovering what’s important to you, what you dream about, and what worries you. From there, we design an in-depth and customized plan that covers every aspect of your financial life, from taxes to investing to college planning to business advice. Our experienced, professional, and educated team can walk you through decisions related to your future retirement, estate planning, long-term care, and even Social Security and Medicare.
Who We Serve
While we serve a wide range of clients, most of them are hard-working professionals. Despite their differences in age and vocation, they have some things in common: they understand the significance of saving for what is most important to them and their families and want the help of a trusted professional as they work toward their goals.
Why Clients Choose Us
We do things differently around here, and there’s a very important reason for that. If your financial decisions aren’t rooted in something that matters, something that you hold as dear, then when uncertainty comes (and it will), you may be tempted to veer away from your plan. Money is an emotional topic, but emotional decisions don’t always work in your favor. Our clients appreciate the time we take to show them why their saving and investing behavior has a greater influence on their financial condition than bull markets, bear markets, or outside forces beyond their control, and prepares them for the certainty of uncertainty. They know they are in good hands because of our commitment to high ethical standards, uncompromising integrity, and honest advice. As fiduciaries, we put our clients first, always.
Are You Ready To Start?
If you are looking for exceptional financial advice that is catered to your financial goals and values, we’d love to get to know you and show you how we can help. Schedule a free introductory meeting online today!
Scott McCord is founder and Investment Advisor Representative at Anthem Financial, a fiduciary financial advisory firm providing values-based financial advice. With over 20 years of experience in the financial industry, Scott focuses on building long-term relationships with his clients so he can understand their unique values and guide them through the ups and downs of their financial lives, keeping them focused on their short-term and long-term financial goals. Scott has a bachelor’s degree in business management and accounting and holds the Behavioral Financial Advisor™ (BFA™) and Accredited Asset Management Specialist (AAMS®) certifications, the Series 7 and 66 licenses, as well as life, health, and disability income insurance licenses. Scott is married to his intellectual and spiritual ally, Heather, and together they have two beautiful children, their daughter, Meyer, and their son, Grady. When Scott is not focusing on his clients and family, he volunteers his time on the Peoria Public Schools Foundation board, Impact Peoria board, and Rotary of Downtown Peoria board. To learn more about Scott, connect with him on LinkedIn.
Investment Advisor Representative of and advisory services are offered through Independent Wealth Network, Inc. a Registered Investment Advisor. Anthem Financial is not affiliated with Independent Wealth Network, Inc.