CapSouth Wealth Management
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02/05/2026
A big congratulations to Annie Hall!
We’re excited to share that Annie has earned her Financial Paraplanner Qualified Professional (FPQP®) designation, a great accomplishment that reflects her dedication and growing expertise in financial planning and client service.
What makes this even more meaningful is that with Annie’s completion, our entire Client Service Associate team at CapSouth is now FPQP certified. What an incredible milestone and a true testament to the strength of this group.
Our CSAs do so much more than support the process behind the scenes. They help keep everything running smoothly, stay closely connected to our clients’ needs, and make sure the entire planning experience feels personal and thoughtful.
We’re proud of Annie, proud of this team, and grateful for the level of care they bring every day.
Please join us in congratulating Annie and celebrating our amazing CSA team!
You might think you'll spend less in retirement. Will you though?
You'll have more free time. What will you do with that time? Travel more? Pursue hobbies? What about those grandchildren and family vacations?
I've had clients take their entire families - children and grandchildren - to South Africa on safari, to all-inclusives in Mexico, on cruises. They're creating and leaving their family legacy of memories, not just dollars.
The goal isn't just to not run out of money. It's to live the life you've worked so hard for.
Thinking that you'll spend less money in retirement is the second of three retirement withdrawal mistakes I often see people make. Watch the full video on our YouTube channel for all three.
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Website
Address
1750 West Main Street
Dothan, AL
36301
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 1pm |
