Worried that your financial strategy is Missing Something?
We’re here to help you feel confident in your financial future.
What We Offer
At Capital City Financial Partners, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out, custom strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns. We then cultivate that plan over time with insightful guidance, patience and care so that you can confidently adapt to the many unplanned and planned changes life brings.
The Capital City Financial Partners Process
We can refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax planning
We offer services in these three areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Preserve
Protect the assets that can help you live the retirement you’ve always imagined.
How?
Asset Protection
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Give
Provide for the people and causes you care about the most.
How?
IRA legacy planning
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
