Estate Planning Strategies
Legacy planning is a special subset of financial planning. That’s because leaving a legacy entails much more than leaving an inheritance or charitable gift. Leaving a legacy means passing along celebrated traditions and cherished values to those we love.
Capital City Financial Partners will help you build a foundation so that life doesn’t take you – or at least your finances—by surprise. We will advise you when there are changes in the markets or the economy and help you adjust accordingly, guiding you through the ups and downs to stay on track toward your goals.
Because insurance protects you from the unexpected, it plays a crucial role in your comprehensive financial plan. Capital City Financial Partners provides a wide array of quality insurance alternatives that can offer an important layer of safety for you, your family and your business.
“Wealth, like happiness, is never attained when sought after directly. It comes as a product of providing a useful service.”Henry Ford
Certain representatives of Capital City Financial Partners are also Registered Representatives offering securities through Comprehensive Asset Management and Servicing, Inc. Check the background of this firm on FINRA’s Brokercheck. Member FINRA/SIPC, 2001 Route 46, Suite 506, Parsippany, NJ 07054. 800-637-3211. Advisory services offered through Great Lakes & Atlantic Wealth Management and Advisory Partners, LLC.