Our personalized, holistic planning approach is designed to give you confidence in your financial strategy today and throughout each phase of your life. Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
During this meeting, we'll discover the goals and desires you have for your retirement, gain an understanding of your fears and risk tolerance, and review your current resources to analyze fees and tax allocation.Using the Capital Confidence Plan, we'll examine your current financial situation and determine your retirement needs.
During this meeting, we'll discover the goals and desires you have for your retirement, gain an understanding of your fears and risk tolerance, and review your current resources to analyze fees and tax allocation.Using the Capital Confidence Plan, we'll examine your current financial situation and determine your retirement needs.
Services
The team behind Capital City Financial Partners is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Joshua Bradley is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement income.
At Capital City Financial Partners, we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out, custom strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
The team behind Capital City Financial Partners is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Capital City Financial Partners is always looking to build our team with hard-working, compassionate people who are committed to excellence.
Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.
Independent financial advisor Josh Bradley is on the air as your source for all things retirement. Josh covers everything from how current events could affect your savings, to strategies to help you maximize your retirement income and everything in between. For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
