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
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.
A Call
Schedule a short discovery call with an advisor to make sure we’re the right fit.
Your Goals
We guide you through a process designed to identify your goals and better understand your relationship with money.
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, AIF®, J.D.
WEALTH ADVISOR, 401(k) SERVICES DIRECTOR
Billy McCarthy
WEALTH MANAGER
Scott McDowall, CFP®
Lewis Robinson, CPA
SENIOR WEALTH ADVISOR, ADVANCED PLANNING DIRECTOR