Helping Clients Invest in Their Financial Dreams
With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At Anacapa Financial, we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
The earlier you start pursuing financial goals, the better your outcome may be.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Regardless of how you approach retirement, there are some things about it that might surprise you.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
When markets shift, experienced investors stick to their strategy.
Taking your Social Security benefits at the right time may help maximize your benefit.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Learn about the importance of having an estate strategy in this helpful and informative video.