Business & Personal Financial Coordination

Enjoy the Financial Rewards of your Hard Work

We understand what it took to turn an idea into a successful business — that rare combination of tenacity and talent. As small business specialists, we can understand the unique challenges you face. Your goals are our guide in providing objective advice, results-oriented strategies and a disciplined road-map to help you build margin and long-term financial strength into your business.

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.

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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.

An Investment Decision Not Made Is Still a Decision

By CCR WM | June 12, 2025

Investment inaction can manifest in various forms, often silently and invisibly, and may have significant implications for an individual’s future financial security.

Exploring the Federal Student Grant Program

By CCR WM | June 10, 2025

Don’t overlook the various federal grants awarded to students in need each year! Here’s what you need to know.

Estate Management Checklist

By CCR WM | May 29, 2025

An effective estate plan empowers you to control your future and safeguard your family’s financial well-being, even after you’re gone. Check out our Estate Planning Checklist!

Social Security Myths vs. Reality

By CCR WM | May 22, 2025

When it comes to Social Security, many people have more questions than answers. By separating facts from fiction, you can make more informed decisions about your retirement planning.

Personalize Your Wealth Strategy with Diverse Investments

By CCR WM | May 20, 2025

Building wealth is not a one-size-fits-all journey! With CCR, embrace a personalized approach that reflects your vision of success.

Money-Saving Tips to Build Wealth

By CCR WM | May 15, 2025

Despite economic headwinds, wealth building is within your reach if you follow these tips! With CCR, you can stay intentional, plan wisely, and leverage smart strategies for success.

The Keys to Diversification for Risk Management

By CCR WM | May 8, 2025

Diversification remains key to managing risk—spreading investments across stocks, bonds, real estate, and cash could optimize returns while minimizing exposure.

Retirement Savings Goals: How to Help Make Up for Lost Time

By CCR WM | May 6, 2025

Realizing your retirement savings fall short can be daunting, but remember: life’s journey is rarely a straight line and it’s never too late to pivot!

Understanding Social Security: 5 Common Myths Explained

By CCR WM | April 29, 2025

Confused about social security? You’re not alone. Let’s debunk common myths to empower your retirement planning!

Debunking Money Myths: The One-Size-Fits-All Investment Approach

By CCR WM | April 15, 2025

Building wealth doesn’t need a rigid, one-size-fits-all investment strategy. In reality, investing should reflect YOUR personal goals, values, risk tolerance, and unique situation.