RETIREES | Ancap Financial

current & aspiring retirees

Retirement isn’t an escape; it’s a well-deserved promotion to a life of freedom.

Together, we'll create a plan that’s not just a safety net, but a launchpad for your next life chapter.

Retirement Income & Distribution Planning

Social Security Planning

Healthcare Expense & Long Term Care Planning

Comprehensive Estate Planning

Portfolio & Investment Management

Employer Benefits Planning

Comprehensive Insurance Analysis

Comprehensive Tax Planning

THINKING ABOUT RETIREMENT

If you're currently retired, or within 5-10 years from calling it quits, we'll likely be a great fit.

I've come to understand the problems you face like they're my own and, consequently, know exactly how to solve them.

BUILT A NEST EGG

Thanks to a lifetime of diligent saving, you'll have accumulated a retirement portfolio of about $1,000,000.

if this sounds like you, let's get in touch!

Schedule a meeting

what to expect

but WHEN WE WORK TOGETHER,

you don't have to worry about a thing.

You've trusted a competent and proactive professional who has not only helped you get answers to all of your questions, but is managing all of it for you. And when things change (which they will), I'm on top of it.

So instead of losing sleep over a volatile market, you're resting easy knowing that you have a plan for it.

Instead of researching social security strategies and estate planning, you're spending time with your grandchildren.

And instead of meeting with accountants and annuity salesmen, you're exploring new hobbies and serving in your community.

You've outsourced all of your headaches to a single point of contact, leaving you with not only the time, but with the emotional capacity to have the retirement you always dreamed of.

right now,

your mind is plagued with questions about your financial future:

Do I have enough money to retire?
How am I supposed to invest the portfolio that I've spent my whole life building? What if the market crashes?
When should I claim social security? When should my spouse claim their benefit?
What am I going to do about the rising cost of healthcare?
What about inflation?
What will happen to my money when I die?
How do I keep Uncle Sam out of my retirement portfolio?

But you don't have time to figure this out on your own! And when you consult the internet or poll your friends, you get conflicting answers to all of it.

You've worked too hard to be worrying about these things. You deserve to be looking for your dream vacation home, spending time with your grandchildren, taking up your hobbies, and serving in your community.

Instead, you're worried, anxious, frustrated and don't know who you can trust.