AnchorPoint Retirement Solutions for Ministers and Churches

AnchorPoint Retirement Solutions for Ministers and Churches James A. Michener inspires me to be a "Master in the Art of Living." May I make little distinction between my work, my service, my play, and my worship.

May it all be the same to me. Would that you have it too. I manage and oversee the financial affairs of individuals and small business owners. My clients typically ask me to help with two things: 1) where to put their money during their working years and 2) how to make their money last after retirement. If either of these things concern you we should talk. MY PROFESSIONAL EXPERIENCE:
I began my ad

visory career in 2009 and have progressively added different elements of wealth management solutions to my skill set. My passion for helping clients achieve their financial goals is focused by my knowledge of property and casualty insurance, life insurance, annuities and securities. I mainly develop strategies for middle-class individuals, families and small business owners. I AM MOST PROUD OF:
• Being part of the process that helps my clients pursue their financial goals and have peace of mind knowing they are taking steps towards a financially secure future
• Mentoring through Big Brothers Big Sisters and being a Sickle Cell Blood donor
• The community and military service I have and continue to give to others. Forward Observations, Proud partner of Stone Press Financial Group, is a retirement income planning service, that collaborates with attorneys, accountants, realtors, and other specialists to give our clients a comprehensive view of their retirement outlook.

Comment "CLERGY" to receive a quick brochure on the 403(b)9 Retirement plan and find out if your church is eligible.
02/05/2026

Comment "CLERGY" to receive a quick brochure on the 403(b)9 Retirement plan and find out if your church is eligible.

02/05/2026




01/28/2026

Ever wondered how much life insurance you actually need?

Here's an easy rule you can use to figure out the minimum coverage you need—no jargon, no stress.

If you’re ready to put real protection in place for your family, call or email me and I’ll help you get a policy that fits your life.

01/27/2026

Are you in the Retirement Red Zone—those final 15 years before you leave your W‑2?
This is the moment when the game changes. It’s no longer just about growing your money… it’s about protecting your income plan from the hits that can derail retirement.

That’s why the Buffer Strategy matters.

01/24/2026

Pacific Life seeks to dismiss Kyle Busch's $8.5M lawsuit over insurance policies. Here is how IULs work and what you have to do to keep your end of the bargain.

01/14/2026

THAT'S FUNNY!

12/31/2025
11/18/2025
11/13/2025

Address

1515 Mockingbird Lane, Ste 800
Charlotte, NC
28209

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17043696247

Website

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