Will we be able to sustain our
current lifestyle in retirement?

Will my children be prepared to handle their inheritance
when it is paid out from the trust?

Is my portfolio
properly diversified? 

Am I relying on a single
financial advisor or a
sustainable team?

Who's responsible for
coordinating the work
of our advisors? 

How do I develop an
effective business
transition plan?

How and at what age
should we begin talking
with our children
about money?

How much liquidity
should I have?

What will be my legacy to my children? 



Welcome to CapSouth Partners

CapSouth Partners is a financial services firm committed to helping our clients improve their long-term financial success. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (334) 673-8600 for our Dothan office or (678) 272-7555 for our McDonough office. We look forward to hearing from you.
We invite you to browse our website, learn more about us, and ultimately experience the CapSouth difference.