Worried that your financial strategy is
Missing Something?
We’re here to help you feel confident in your financial future with our professional financial services.
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
Our professional financial services are provided to you by our experts who specialize in:
Trusts Probate Charitable Giving Estate Planning Tax Planning
we offer professional financial services
Retirement Income Strategies
Whether it’s about setting up a 401k, an IRA, dealing with asset allocation or risk tolerance, take the first step with the help of our professional financial advisors to help create a unique outline for your lifestyle to maximize your retirement plan.
Wealth Management
Whether it’s about setting up a 401k, an IRA, dealing with asset allocation or risk tolerance, take the first step with the help of our professional financial advisors to help create a unique outline for your lifestyle to maximize your retirement plan.
Annuities
Get benefits, tax-deferred growth and security against your savings and earn confidently. Prepare your retirement with the most amount of money that will continue to grow in scale.
Investments
Stocks, bonds, mutual funds or real estate, achieve your financial goals with the direction from our professional financial advisors. We supply you with the necessary information about the market so that you can diversify your assets and manage wisely.
IRA/401(k) Rollovers
Consolidate your retirement savings and maintain a tax-deferred status. Get access to a range of investment options and opportunities where your funds will rollover without tax penalties.
Asset Protection
Insure your assets with legal structures when utilizing your retirement accounts. With adequate coverage and liability, your assets will be protected with our financial advisors.
Life Insurance
Stay financially protected and have your expenses covered with the help of our experts. Get the advice you need in order to make the right investment for your future.
Tax-Efficient Strategies
Maximize tax liabilities and returns on investments when setting up strategies for your goals. From Roth accounts to charitable donations, get the tax deductions you deserve to secure a stable financial future.
Long-Term Care Strategies
Acquire insurance policies for your investments, annuities and other resources. Planning accordingly for a successful long-term strategy ensures you a safe and effective financial future.
IRA Legacy Planning
Effective planning ensures your IRA assets are passed on while maintaining the value of your estate.
GROW
Prepare for retirement by putting your hard-earned assets to work.
PRESERVE
Protect the assets that can help you live the retirement you’ve always imagined.
GIVE
Provide for the people and causes you care about the most.
ready to get
PROFESSIONAL FINANCIAL SERVICES?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
Or give us a call at 803.782.0671
