Capital St Financial Services Group

read moreWe understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

read moreRodney attended the University of Tennessee at Chattanooga on a football scholarship and graduated in 1975 with a BS degree in business administration. Upon graduation he became associated with The Equitable in Valdosta, GA. Denise advises her clients on a variety of financial matters retirement planning, estate planning, investment planning, employee benefits and risk management. She strives to develop strategies for individuals, families and businesses. Hall has 39 years experience helping clients in the Macon-Middle Georgia area identify and implement plans for their financial security.

read moreInvesting should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

read moreWhere will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. It can be difficult for clients to imagine how much they'll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.

read moreOne of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.