Our Process: 360 Degrees
The CCR Wealth process views your financial life from every angle — and our tools make it easy for you to organize all the moving parts of your financial picture. We start with an assessment to understand your financial situation, including your corporate finances and personal assets. We then combine our experience with your goals to develop a course of action for every aspect of your financial life. We also coordinate with your business partners to streamline your finances.
CCR Wealth’s Big-Picture Capabilities
If it affects your finances, it affects your life. We’ve built a one-stop shop where you can find goal-centered solutions for the full spectrum of your financial concerns.
Intuitive Financial Tools
- Accessible, effective financial organization
- Comprehensive financial snapshots
- Corporate and personal financial management
- Business financial coordination
- Streamlined coordination with your advisor
Personal Finance Services
- Personal Financial Services
- Financial planning
- Life insurance coordination
- Investment management
- Education planning
- Retirement projections
- Asset review and analysis
- Business and Personal Financial Coordination
Corporate Finance Services
- Corporate retirement plans
- Group health and life insurance
- Business cash management strategies
- Business succession planning
Outside Coordination
- Purchase or sale of a business
- Business transition
- Tax planning
- Legal
- Estate coordination
Get Financially Organized,
Let's Talk.
Our Financial Team has years of combined experience, and we're here to help you through your financial journey. Reach out today.
Check Out the Latest CCR Insights
CCR Wealth’s team of experienced professionals work together to create insights, provide original analysis, simplify complex financial topics and answer your questions. This collection of CCR Wealth-created and curated videos and written commentary drills down to the essential information you need.
Debunking Money Myths: Saving is Impossible in This Economy
Many feel it’s impossible to build wealth given rising housing costs and inflation squeezing budgets. While these economic challenges are real, building wealth is still achievable!
5 Retirement Strategies for Small-Business Owners
Learn common mistakes small business owners make, and the steps to take when building toward the retirement you desire.
11 Ways A 401k May Reduce Your Tax Liabilities
Your company’s 401(k) plan is one often overlooked but powerful tool to manage your tax liabilities effectively.
Tax Efficient Withdrawal Strategies for Retirement
Managing income during retirement is often less straightforward than it was during working years. Instead of accumulating wealth, you’re now spending that hard-earned nest egg. By implementing effective tax strategies, you can potentially reduce your tax burden and maximize your retirement income. The Power of Tax Diversification Tax diversification involves spreading your savings across…
A Comprehensive Guide to Tax Intelligent Planning 2025
Dive into our comprehensive tax planning guide to learn how to minimize taxes and maximize your income during retirement!
Tips for Practicing Good Portfolio Hygiene
Do you have good portfolio hygiene? Here’s how setting clear financial goals, developing a long-term plan, and conducting regular “check-ups” can help mitigate risks posed by market and economic shifts.
March 12 Market Update
CCR views the current bout of market volatility as a normal process of pressure-relief for a market that has been burdened by excessive valuations.
Money Myth: Investing is Only for Men
Women have historically invested less than men, but as women educate themselves, they have the power to redefine this narrative.
Reduce Your Tax Burden with 5 Strategies
As your assets grow, consider ways to maximize returns and minimize taxes with these 5 tax-efficient investment strategies!
April 2025 Market Outlook
After two strong years, markets are correcting but remain overvalued. Our goal is helping clients meet their financial plans—not chase market highs.