Capital City Financial Partners is a financial planning firm based in Columbia, SC, offering personalized and holistic retirement strategies to help individuals and families achieve their financial goals. With a focus on providing confidence in financial strategies, their team of advisors analyzes current resources, reviews fees and tax allocation, and recommends changes to investment strategies to align with risk tolerance and retirement needs.
Through their Capital Confidence Plan, clients receive a custom strategy to reach their unique retirement goals, with regular plan revisions to adapt to unexpected life events and market changes. The firm also offers educational resources, including a complimentary book called "Capital Confidence Plan" by Josh Bradley, to help individuals determine their retirement readiness, protect against rising taxes, and understand the impact of healthcare on retirement.
Generated from the website