• Why Choose Anchor Bay

    Doing what’s right for you and doing it with integrity is at the heart of every decision we make. That’s why we take our role as fiduciaries seriously as we deliver you personal service that’s second to none.

    READ MORE

  • Complimentary Portfolio Review

    Is your portfolio performing as well as it could be? We can help you with a no-cost, no-obligation review of your portfolio.

    FREE REVIEW

  • Complimentary Investment Guide

    You don’t have to be an expert when it comes to your money, because we are. But information is power, and the more informed you are the better you can understand the ramifications of your decisions.

    FREE GUIDE

Financial
Planning

Do you feel prepared to make the right financial decisions? Expert planning can make a world of difference when it comes to your finances. Planning services include budgeting, insurance planning, savings and investment strategies, retirement planning, estate planning and more. Our knowledge, our expertise, our tools and our perspective can all help you get where you want to go.

LEARN MORE


Play video to learn more about our Financial Planning Process.

Social Security Seminar

Join Anchor Bay Capital, Inc. for our FREE Social Security seminar where you can learn how to get the most out of your Social Security benefit in retirement!

FOUNTAIN VALLEY Seminar Location
  • The Center at Founders Village
  • 17967 Bushard St.
  • Fountain Valley, CA 92708
Dates & Times
  • Tuesday, September 24, 2019 – 6:00PM-7:15PM
  • Wednesday, October 2, 2019 – 6:00PM-7:15PM
Topics that will be covered:
  • An update on the “secure” retirement legislation and how it could impact your retirement.
  • How Social Security works & how to get the most from it.
  • Traps to be aware of when claiming Social Security.
  • Retirement risks & how to avoid them.
  • Strategies for maximizing: Social Security, your investments, & tax savings during retirement.

Complimentary refreshments will be provided.

SOCIAL SECURITY SEMINAR RSVP

WE WROTE THE BOOK

By Scott Spiering Anchor Bay Founder and Chief Portfolio Manager.

 

The Frugal Investor: How to Build a Low-Risk, High-Return

OUR BLOG: THE FRUGAL INVESTOR INSIGHTS

5 Steps to Achieve Your Financial Goals in 2018

 

FINANCIAL PLANNING GUIDE

Get our 5-Step Guide to creating financial peace of mind.

 

5StepsBrochure

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