As a pharmacist, you have spent years teaching and caring for others. Let our team of experts help you through the next phase of life as you prepare to enter retirement.
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Meet The Team
The Financial Call
Mike Littledike
Founder and CEO
Cassie Myers
COO and Managing Partner
Zacc Call
President and Managing Partner
Tyler Williamson
Partner & Wealth Advisor
Bart Wagstaff
Partner & Wealth Advisor
Kelsey Dent
Partner & Director of Financial Services
Kaitlin Collins
Partner & Director of Marketing
Jayson McGinnis
Partner & Wealth Advisor
Rinar Erickson
Partner & Wealth Advisor
The Financial Call
Mike Littledike
Founder and CEO
Cassie Myers
COO and Managing Partner
Zacc Call
President and Managing Partner
Tyler Williamson
Partner & Wealth Advisor
Bart Wagstaff
Partner & Wealth Advisor
Kelsey Dent
Partner & Director of Financial Services
Kaitlin Collins
Partner & Director of Marketing
Jayson McGinnis
Partner & Wealth Advisor
Rinar Erickson
Partner & Wealth Advisor
Case Study
Susan
AGE
63 years old
Career Field
Registered Nurse
Employer
Works full time for a local hospital as a caregiver
Annual Income
$50k-$100k
Assets
401(k), company sponsored pension with monthly or lump sum options
FAMILY OF
Widow who remarried at age 60. She has 3 children who are grown and independent.
Primary Goals
Wants to retire at age 65, make the correct pension decision, and live comfortably through retirement.
With the baby boom generation entering retirement, there’s a lot of demand for good Social Security information. This downloadable document showcases information and best practices priceless to the newly or upcoming retiree.
Knowing your monthly social security benefit is an important part of planning for retirement. Click on the links below to be redirected to the Social Security website. Knowing these benefit amounts will allow us to help you plan and prepare for retirement.
Annual Social Security Statement
Click here to create an account with social security and download your annual statement.
Call or email our office to schedule a no cost consultation with one of our Social Security Experts.
Come prepared with details on your social security benefits, pension projections& investments.
Leave with the clarity and knowledge needed to retire with confidence.
We've Got You Covered
"At Capita, we understand the complex decisions that surround retirement planning. You deal with enough stress in your life, let us remove the stress that comes from retirement planning."
We've Got You Covered
At Capita, we understand the complex decisions that surround retirement planning. You deal with enough stress in your life, let us remove the stress that comes from retirement planning.
Rules for Survivor Benefits
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Couple must have been married at least 9 months at date of death (except in case of accident).
Survivor must be at least 60 for reduced benefit (50 if disabled), or FRA for full benefit.
Survivor benefit not available if widow(er) remarries before age 60 (or 50 for disabled survivor), unless that marriage ends.
Divorced-spouse survivor benefit available if the marriage lasted at least 10 years.
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FINANCIAL GUIDANCE PODCAST
THE FINANCIAL CALL
There are a ton of financial planning resources available, but how many of those are applicable to both beginner and advanced financial learners? The Financial Call has the answers. We've built this podcast so no matter where you're at with your financial knowledge, you can jump in at the beginning, learn the basics and then build upon that.