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AnCap Financial is an independent, fee-only financial planning firm based in Texas, helping current and future retirees connect their savings with the life they want to lead. Founded in 2023 by Zach Lopez, CFP®, the firm serves individuals and couples who are retired or expect to retire within ten years. Its flat-fee service combines financial planning, portfolio management, and tax planning without commissions or percentage-based asset management fees. The process begins with understanding goals, reviewing financial documents, and creating a personalized plan with practical next steps. Ongoing clients receive support implementing their plan and meet with the firm in spring and fall. A free virtual consultation is available.
- Website
- ancapfinancial.com
- Phone
- +1 346-595-7701
- Address
- 407-1/2 Laurel Dr, Friendswood, Texas, 77546
- Business hours
- Mon-Fri: 09:00 - 16:00, Sat-Sun: Closed
- Founded
- 2023
- Categories
- Financial services