When Charles Capasso moved to Mount Pleasant in 2005 without knowing anyone, he started interning at a local financial firm and also worked as a bartender at the Post House and Red Drum. Twenty years later his company, Capasso Planning Partners, is celebrating the milestone achievement of being named One of the Best. “Ranking as one of the most trusted financial planners in Mount Pleasant is a huge honor,” he said with a smile.
Capasso explained that what sets his company apart from other financial firms is “Our team of advisors, associate financial planners and client service and operations specialists offer more active touches with our services, which include portfolio management, risk management, retirement planning, estate planning, asset protection and tax planning. We are committed to providing a more personal and elevated approach by keeping small client counts per advisor.”
He continued, “Capasso Planning Partners is here to structure portfolios in a way that minimizes risk exposure and protects the assets against inflation and fraud, all while limiting intrusive creditor access. Further, we help clients construct customized portfolios that align with their goals and risk tolerance, allowing them to reach their high level of financial success.” He added, “Once we’ve built the portfolio, we manage, monitor and rebalance as needed to ensure our clients are on track.”
For Capasso Planning Partners, risk management is about assessing, pricing and making sound decisions. “Our team does a full review of insurance needs to keep assets from being under or over-insured. We make sure that our clients are protected without paying unnecessary premiums. While we do not sell insurance, we will help our clients navigate the market to find the right solution,” he said.
When it comes to retirement planning, Capasso said, “To retire comfortably, having a strategy in place is essential for any financial road map. Our approach is designed to help clients focus on living the life they’ve earned.”
Estate planning is of equal importance as well. “Leaving behind a legacy is important and making sure your assets are transferred in the most efficient way possible is at the heart of every plan,” he said.
Additionally, to maximize returns on both investments and regular income, the team at Capasso Planning Partners helps clients navigate taxable income and tax-efficient investing.
The most rewarding aspect of his work, Capasso said, is that “I get to be a part of so many wonderful people’s lives who I wouldn’t have had the opportunity to meet if I had followed a different career path. Although financial planning is hugely demanding at times, I can’t think of anything I’d rather do. Helping people achieve their financial goals is more of a calling than it is a job because no matter what size portfolio our clients have to work with or how unique their situation is, we have comprehensive solutions and treat everyone as if they are family.”
For more information, visit capassoplanningpartners.com.
By Sarah Rose
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