Ongoing Retirement Planning Services
Once we’ve completed the Retire-Ready Blueprint, some of our clients choose to hire us on an ongoing basis to accompany them as they walk their retirement journey.
We only invest money for clients under the guidance of a written financial plan, we don’t accept any “investment only” clients.
For a select group of clients, we provide a number of ongoing retirement planning services, including, but not limited to:
Coordinating investment portfolios for monthly retirement distributions.
Designing and executing low-cost investment strategies on client’s behalf.
Semi-annual meetings, either virtual or in person, to update income plan and stay on target.
Guidance for increasing/decreasing retirement income goals.
Optimizing and coordinating Social Security benefits.
Ongoing counseling regarding ever-changing health insurance options.
For folks looking for high-return low-risk investments (they don’t exist), hot stock tips, or fancy (expensive) hedge fund managers – You won’t find what you’re looking for at Capital City Wealth Management.
What do you charge for financial planning?
We charge ongoing clients a quarterly fee, based on the assets we manage.
Capital City Wealth Management chose this fee structure because we believe it is the most transparent way to work with our clients. Apart from the internal costs of the portfolio (we believe in low-cost funds), our clients won’t find any hidden fees. Capital City Wealth Management DOES NOT sell any financial products, or receive any commissions for recommending financial products. Rest assured, we will not be recommending expensive rip-off products that benefit financial salespeople over their clients!
Additionally, Capital City Wealth Management operates as a fiduciary, which is the highest standard a financial advisor can be held to.
Do you custody your assets locally?
Capital City Wealth Management does not custody the assets we manage. We hired Fidelity Investments to custody our assets under management and we use their platform for all portfolio-related activities. All monthly/quarterly/annual statements are sent directly from Fidelity to the client.
*See Fidelity’s full disclosure at bottom of page*
How can I find out more information?
Schedule yourself for a no-cost, no-obligation 30 minute introductory call. Pick our brains for 30 minutes for FREE and decide if our retirement planning services are right for you.
Schedule your appointment here
Fidelity Investments is an independent company, unaffiliated with Capital City Wealth Management. Fidelity Investments is a service provider to Capital City Wealth Management. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Capital City Wealth Management and does not guarantee, or assume any responsibility for, its content.
Fidelity Investments is a registered service mark of FMR LLC.
Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC.
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