Judy Polak, CFP®
LPL Financial Advisor
817-778-0628
Financial Advisor in Fort Worth, Texas
For more than 25 years, I’ve helped individuals, families, women and business owners make confident financial decisions and create a plan for the future they want.
As founder of Anchor Wealth Strategies in Fort Worth, Texas. I believe financial planning is about more than just investments. It’s about understanding where you are today, where you want to go and creating a strategy designed to help you get there.
Planning creates freedom.
Who I Help
I work with clients throughout Fort Worth, the dallas-Fort Worth area, Texas, and other states with a particular focus on people who are approaching retirement. Clients often come to me when:
- Preparing to retire in the next several years
- Deciding what to do with a 401k after leaving an employer
- Trying to turn retirement savings into sustainable income
- Evaluating Social Security and income decisions
- Managing multiple investment and retirement accounts
- Considering Roth conversions and other tax aware retirement strategies
- Planning for RMD’s and Qualified Charity Distributions
- Navigating financial decisions after the loss of a spouse or loved one
- Receiving an inheritance and defining how to invest or manage new wealth
A meaningful part of my practice is helping women take an active role in their financial future. Whether building wealth, preparing for retirement, navigating a loss etc… I help women gain clarity, understand their options and make informed financial decisions. If you’re looking for a financial advisor in Fort Worth or want to explore whether Anchor Wealth Strategies may be a good fit, I invite you to schedule an introductory complimentary consultation.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.
