contact info


We specialize in helping our clients in their efforts to achieve and maintain their financial independence. We believe that excellence in service is achieved by treating clients like family. We, at US Financial, treat every client as a member of our family and develop a caring and long-term relationship.

Services Provided

  • Estate Planning Tools*

  • Wealth Transfer Planning

  • Inheritance Tax Planning

  • Charitable Planning

  • Retirement Income Planning

  • IRA & 401(k) Exit Planning

  • Current Insurance Policy Analysis

  • IRA & 401(k) Rollovers

  • Asset Protection & Wealth Preservation

*Agent does not give tax or legal advice. John K Anwar is an insurance professional and does not render legal or tax advice. State laws vary widely but may provide life insurance and annuities with certain asset protection benefits. Clients should consult their own legal and tax advisors before implementing any plan.