About Us

CEO & Licensed Advisor

Jerra Gonzales

As CEO of Anchor Legacy Group, Jerra is a licensed advisor with nearly a decade of experience helping individuals, families, and business owners protect, preserve, and grow their wealth with purpose. She specializes in estate planning, insurance strategies, life and Key Person insurance and retirement solutions. She designs customized plans that create financial confidence, while safeguarding each client’s legacy.

Known for her strategic approach and commitment to exceptional client service, Jerra simplifies complex planning decisions into clear, personalized solutions. Her expertise includes legacy planning, tax-efficient wealth transfer strategies, and retirement income planning, allowing clients to move forward with clarity and confidence.

Jerra leads Anchor Legacy Group with a philosophy rooted in integrity, education, and lasting relationships. She believes true financial planning extends beyond wealth—it’s about protecting the people and values that matter most and creating a legacy that endures for generations.

Comprehensive estate, insurance, and retirement strategies

Protect What You’ve Built. Define What You Leave Behind.

Anchor Legacy Group provides customized estate planning, insurance, and retirement services designed to protect what our clients have built – guiding them toward a lasting legacy. Whether you want to protect what you’ve already built, or need to start building – we provide individualized solutions to achieve your goals.

We help business owners and families protect their income, grow their wealth, and pass it on with purpose. Everything we do is anchored in trust and built for long-term legacy.

At Anchor Legacy Group, we work with individuals and families who expect more than basic planning. Our approach integrates protection, growth, and legacy into one cohesive strategy—so nothing is left to chance.

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