Mount Pleasant is now home to Capital City Financial Partners, a seasoned financial services firm dedicated to helping families prepare for retirement with confidence.
They’re offering complimentary two-meeting consultations designed to evaluate your current retirement strategy, covering income, tax, investment, healthcare, and legacy planning.
At the end of the process, you’ll receive a Capital Confidence Report Card, grading your retirement readiness and providing tailored recommendations to strengthen your plan.
With CPAs, CFP®s, and MBAs on staff, Capital City Financial Partners offers decades of experience and personalized guidance to help you reach your unique retirement goals. ‡
‡ Investment Advisory Services offered through Integrated Advisors Network (“Integrated”), an SEC Registered Investment Advisor. Registration does not imply a certain level of skill or training. 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. Disclosures ADV | Privacy Policy | Form CRS
