About Us: Capital City Financial Partners is a boutique financial planning firm headquartered in South Carolina. Specializing in retirement strategy, we’ve set out on a mission to bring confidence to our clients’ retirement by adding value and eliminating stressors, cultivating joy & comfort for their financial futures. Not only do we strive to be the premiere middle market advisory firm of the Carolinas, focused on pre and post retirees, but we are committed to serving our community with integrity, excellence, and compassion. Our unique, specialized team approach to the financial planning process has yielded a track record of success, enabling us to help thousands of families and expand our work through opening four offices. Host and deliver engaging estate planning seminars and education events, offering clear, actionable insights to prospective clients Guide estate, will, and/or tax focused conversations, offering individualized options based on every prospective client’s unique needs While you won’t draft legal documents, your deep understanding of them will be essential to guiding conversations Help convert prospective clients into long-term relationships by combining genuine connection with proven expertise Partner with Marketing, Financial Advisors, and firm leadership to continuously enhance the prospective & current client experience Partner with the firm’s external attorney at law, acting as a liaison between him and the the client, to draft all legal documents, give final recommendations, and ensure their execution*
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