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Experienced Financial Advisors in South Carolina

Being your personal financial advisor, our tailored, holistic planning approach is designed to give you confidence in your financial strategy today and throughout each phase of your life.

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Capital Confidence Plan

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Schedule a meeting to sit down with us and discover what your ideal retirement looks like. During this meeting, we’ll discover the goals and desires you have for your retirement, gain an understanding of your fears and risk tolerance, and review your current resources to analyze fees and tax allocation.

Using the Capital Confidence Plan, we’ll examine your current financial situation and determine your retirement needs. We’ll determine the best strategy to accomplish your goals, recommend ways to reduce your fees and improve tax benefits, and suggest changes to your current investment strategy to align your risk tolerance and investment placements.

Receive a complimentary custom strategy to help you reach your unique retirement goals. We review these plans regularly with our clients because revisions may be needed as unexpected life events happen, the market changes, and you reach different milestones in your retirement plan.

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Download your free copy of

Inflation and Your Retirement Guide

Tax & Retirement Planning

By taking advantage of tax deductions and credits, such as those available on retirement income, you can reduce your tax burden and make the most of your 401(k), IRA, or other retirement accounts while helping you secure a comfortable future.

Personalized Investment Strategies

Whether you’re interested in investing in local businesses or need advice on broader market strategies, we provide the insight and guidance needed to optimize your investments for the long term.

Long-Term Care Planning

We collaborate with you to create a comprehensive plan that includes organizing charitable contributions, helping ensure your family is provided for, and addressing your Medicare and overall healthcare needs.

Meet Our Financial Advisors in South Carolina

Effectively plan your retirement with confidence and security using personalized wealth management solutions from our financial advisors of Capital City Financial, located in Greenville and Columbia, SC. Help ensure your financial future is in safe hands with strategies tailored to your unique goals, providing peace of mind through every stage of your retirement journey.

MEET THE TEAM

ATTEND AN

Event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

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Upcoming Financial SEMINARS:

Taxes in Retirement
April 24 @ 11:30 am - 12:30 pm at Lexington County Public Library- Lexington
Taxes in Retirement
April 29 @ 12:30 pm - 1:30 pm at Midlands Tech Beltline Campus- Columbia

REINVENT YOUR RETIREMENT

Discover how we help individuals and families achieve their ideal retirements.

watch the video

Phone: 803.782.0671
Phone: 828.651.9617
Fax: 803.753.9404
Email Us!

GARNERS FERRY (PRIMARY)
6208 Garners Ferry Road, Suite A
Columbia, SC 29209

BUSH RIVER
250 Berryhill Road, Suite 510
Columbia, SC 29210

GREENVILLE
124 Verdae Blvd, Suite 403
Greenville, SC 29607

ASHEVILLE
1200 Ridgefield Boulevard, Suite 261
Asheville, NC 28806

Please click your preferred location for detailed directions and parking information.

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Investment advisory services are offered through Integrated Advisors Network, LLC (Integrated) a registered investment advisor. Certain Representatives of Capital City Financial Partners are also registered with and offer securities through, APW Capital, Inc., Member FINRA/SIPC, 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866, (800) 637-3211. Capital City Financial Partners is neither affiliated with nor under common control of APW Capital. Capital City Financial Partners is affiliated with, but not under common control of, Integrated Advisors Network. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Capital City Financial Partners and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claimspaying ability of the issuing company and are not offered by Integrated Advisors Network.

Capital City Financial Partners is an affiliated advisory firm in the Integrated Advisors Network. The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

Experienced Financial Advisors in South Carolina

Capital Confidence Plan

Inflation and Your Retirement Guide

Tax & Retirement Planning

Personalized Investment Strategies

Long-Term Care Planning

Meet Our Financial Advisors in South Carolina

Event

Upcoming Financial SEMINARS:

Taxes in Retirement

Taxes in Retirement

REINVENT YOUR RETIREMENT

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