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 experts works 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.

The “Average” Benefit of Dollar Cost Averaging

By CCR WM | February 22, 2024

Over time, dollar-cost averaging may lower your average cost per share versus one-time big-time investing.

2023 IRA Deadlines: What You Need to Know

By CCR WM | February 8, 2024

Don’t miss out on securing your future! The 2023 #IRA deadline is near. Maximize your savings NOW for a better retirement.

Financial Wellness on Your Path to Retirement

By CCR WM | February 6, 2024

Secure your golden years! Pursue financial wellness in retirement with these key strategies.

How To Support Black-Owned Businesses

By CCR WM | February 2, 2024

By supporting Black-owned businesses you can show your support for the Black community while improving your local economy at the same time!

New Year’s Financial Checklist 2024

By CCR WM | January 30, 2024

Start the new year off on a good note with our simple financial checklist!

January 2024 Market Outlook

By CCR WM | January 29, 2024

A look into the current state of the market as of January 2024.

Money-Saving Tips For Managing Your Subscriptions

By CCR WM | January 23, 2024

A solid strategy to maximize your retirement savings is to eliminate unnecessary expenses.

2024 Resolutions to Help Build Financial Independence

By CCR WM | January 18, 2024

Whatever you’re dreaming of for 2024 and beyond, here are some financial resolutions to consider to help you get there.

Get Your Financial Plan on Track for 2024

By CCR WM | January 16, 2024

The start of the year is an excellent time to review your budget and make necessary adjustments for a prosperous financial year ahead!

CCR at AFCA 2024

By CCR WM | January 4, 2024

CCR will be at the 2024 AFCA Conference! Join us at Booth 340.