Toll Free (888) 300-8722
Local (470) 694-6931
568 Pine Road, Newnan, GA 30263
Safeguarding your Legacy
for those you Love
Our Vision
It is our firm belief that hardly anything good ever happens by accident. When Socrates told us 2,500 years ago that the unexamined life is not worth living, he had it half right. Examination tells us where we are, but designing our lives takes us where we want to go. In these unprecedented, uncertain times, The Capital Preservation Group helps to ensure that the rest of our journey will be spent in abundant celebration as your reward for a job well done.
Our Founder's Story
I'm Chip Doss. My wife Holli and I live here in Newnan.
I've been a financial planner and fiduciary since 1987.
Holli's been a flight attendant for Delta and Northwest Airlines since 1989. We're blessed with four children, Austin, Alexandra, Nicholas, and Connor, and a Frenchton puppy named Bleú. When looking at GA for her transfer from LAX in 2020 during the pandemic, although we have friends in Buckhead and Marietta and an office in Kennesaw, it just made more sense for us to live here in Newnan where she can be at ATL in 30 minutes anytime she's scheduled. That trip from up north can be stressful and unpredictable any time of day.
At this point in our lives, who needs more stress and uncertainty? We absolutely love it here, and we plan on staying for the rest of our lives.
Wealth Management Solutions
Our comprehensive wealth management programs are designed to provide you with the tools and knowledge necessary to navigate the complexities of financial planning and investment strategies. Whether you are planning for retirement, preserving wealth for future generations, or seeking to optimize your investment portfolio, our team is here to guide you every step of the way.
Revocable Living Trust
Tailored Investment Strategies
Revocable living trusts are a fantastic legal instrument that allows you to transfer your assets into a trust during your lifetime, with the thrilling ability to modify or revoke it at any time! It offers exceptional flexibility and control over the management and distribution of your, ensuring a seamless and stress-free transition of ownership after you're gone. Plus, this wonderful trust helps you steer clear of probate, making the entire process faster and more private for your family! It’s a smart way to plan your estate and guarantee that your wishes are fulfilled exactly as you desire!
Estate Planning Services
Generational Wealth Preservation
Preserving your legacy and ensuring the seamless transfer of wealth to future generations is a crucial aspect of our estate planning services. We work collaboratively with legal and tax professionals to develop comprehensive strategies aimed at safeguarding your assets and minimizing tax liabilities.
Financial Education Resources
Empowering Your Financial Knowledge
Our educational programs and resources are designed to empower you with the knowledge and insights essential for making informed financial decisions. From workshops and seminars to online resources, we are dedicated to equipping you with the tools necessary to navigate the complexities of personal finance.
Connect with us to take the first step towards a secure financial legacy and discover how we can help you achieve your wealth preservation goals.
568 Pine Road, Newnan, GA 30263
(888) 300-8722 (470) 694-6931