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Financial Planning

Your One Best Financial Life® doesn’t happen by accident.


You can’t arrive at your destination if you don’t know where you’re going. It’s true in life, and it’s true with your finances. Your CapSouth advisory team starts by identifying your goals and where you want to go in life. From there, they create a financial plan to help you achieve your goals.

We take an active and comprehensive approach to your financial plan. 


Your CapSouth advisory team will look at a range of services including:

  • Retirement Planning
  • College Funding
  • Investment Allocation
  • Charitable Giving Strategies
  • Insurance Planning for Death and Disability
This isn’t a “set it and forget it approach.” Life happens. Things change. And when they do, your advisory team recommends adjustments to your plan to stay in line with your goals. 

 
 

Your CapSouth advisory team knows financial planning for every stage:


  • Thriving professionals who seek guidance balancing priorities to build wealth
  • Those approaching retirement who are unsure about the transition and want assurance they are on track
  • Retirees who want long-term guidance on decumulation strategies and wealth preservation

The path to your One Best Financial Life® starts here.

Schedule
A Call

Schedule a short discovery call with an advisor to make sure we’re the right fit. 

Determine
Your Goals

We guide you through a process designed to identify your goals and better understand your relationship with money. 

Get A Plan
Built For You

Everyone is different when it comes to money, so the plan shouldn’t be cookie cutter. Get a roadmap to help you live the life you envision. 

So contact us to schedule your discovery call.

Talk with an advisor today


Donald Bolden, CFP®, CLU

SENIOR WEALTH ADVISOR, PRIVATE WEALTH DIRECTOR

Jennifer Fensley, CFP®, CRPS®

WEALTH ADVISOR, WEALTH MANAGEMENT DIRECTOR

Anthony McCallister

Anthony McCallister, AIF®, J.D.

WEALTH ADVISOR, 401(k) SERVICES DIRECTOR

Billy McCarthy


WEALTH MANAGER

Scott McDowall, CFP®

WEALTH ADVISOR

Lewis Robinson, CPA

SENIOR WEALTH ADVISOR, ADVANCED PLANNING DIRECTOR

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