“Am I paying too much—or missing coverage I need?”
Get clarity about your coverage. Review your Medicare and insurance options in the context of your needs, budget, and priorities.
Your life. Your priorities. Your retirement.
You’ve worked hard for retirement.
Are you ready for what comes next?
Your healthcare, income, insurance, and home all shape your retirement. Retirement Security Partners helps you understand your options, connect the decisions, and take your next step with greater clarity.
Approaching retirement or already retired? Start where you are.
The questions behind retirement readiness
A lot of important decisions.
How do they fit together?
You may have a Medicare question, an insurance renewal, or a move on your mind. Beneath that immediate need is a bigger question: does this decision support the life you want in retirement?
“How will I turn what I’ve saved into retirement income?”
Understand your income options. Explore whether fixed annuities could fit your goals, with a clear explanation of costs, commitments, and tradeoffs.
“What would an unexpected illness mean for my finances?”
Look for gaps before they become urgent. Discuss how life insurance and supplemental protection may help address specific risks.
“Should I stay, downsize, or move closer to the life I want?”
Make your next move with perspective. Consider your housing costs, lifestyle, and Southwest Florida real estate options together.
You don’t have to figure everything out before asking for help. One question is enough to begin.
The Retirement Security Blueprint™
A clearer picture.
A more purposeful next step.
The Blueprint is our framework for looking at retirement readiness. We begin with what matters to you, review the areas that deserve attention, and help you identify practical next steps.
01
Understand where you are
Talk through your goals, current coverage, concerns, and the decisions you’re facing. Your priorities lead the conversation.
02
Connect the important pieces
Consider how healthcare, insurance protection, income, and housing choices affect one another and your retirement lifestyle.
03
Choose what to address next
Explore suitable options, ask questions, and decide what deserves attention now. Bring in other qualified professionals when needed.
How we help
Start with your immediate need.
Keep your bigger picture in view.
Whether you need help with one decision or want to explore your broader retirement readiness, there’s a place to begin.
Healthcare
Make sense of Medicare.
Turning 65? Reviewing your current plan? Concerned about premiums or coverage? Get help comparing available Medicare options and understanding how they fit your healthcare needs.
Explore Medicare Supplement optionsInsurance protection
Protect the life you’ve built.
Life insurance, supplemental health protection, and home and auto coverage each address different needs. Begin with a review of your priorities and discuss the coverage available for your situation.
Talk about your protection needsProducts and services depend on licensing, carrier appointments, and availability.Retirement income
Give your income questions a place to start.
Explore fixed annuities and their potential role in your retirement income picture. Understand the terms, liquidity limits, and tradeoffs before deciding whether an option fits.
Discuss retirement income optionsReal estate & lifestyle
Find a home that fits your next chapter.
Downsizing, relocating, buying, or selling in Southwest Florida? Connect your real estate decision to the lifestyle, housing costs, and priorities that matter to you.
Talk about your next moveReal estate services through London Foster Realty.Meet your Retirement Advocate
I’m Ann Sanfelippo.
Let’s make the next chapter more intentional.
My work has always centered on helping people understand their options and make informed decisions. Over more than 25 years in real estate, business, and education, I’ve seen how much one decision can affect the rest of someone’s life.
I founded Retirement Security Partners to bring that broader perspective to retirement. Your Medicare, insurance protection, income questions, and real estate choices all deserve to be considered in light of your goals.
We’ll begin with listening. I’ll explain the options within my areas of practice, help you identify priorities, and work alongside other qualified professionals when your needs call for their expertise.
Talk with AnnBefore we talk
You may be wondering…
You can begin with a single concern. We’ll take it from there.
Can I come to you for just one thing?
Yes. Start with Medicare, a protection question, retirement income options, or a Southwest Florida real estate decision. You choose whether to explore other areas.
What happens in the first conversation?
We’ll discuss what brought you here, what matters to you, and the decision you need help with. From there, we can identify information to review and agree on a useful next step.
Do I need to be retired already?
No. RSP welcomes people approaching retirement as well as those already retired. Your questions and priorities may change over time, and we can start with the ones you have today.
Is the Blueprint an investment or tax plan?
The Blueprint is a framework for discussing retirement readiness. RSP’s work here focuses on insurance, fixed annuities, and real estate within applicable licenses. Investment management, tax advice, and legal advice require the appropriate qualified professionals.
Your next chapter starts with a conversation
What would help you feel more ready?
Bring your questions, your immediate concern, or the decision you’ve been putting off. Let’s talk about where you are and what comes next.
A chance to ask questions, understand your options, and identify your next step.