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.

Setting Your Family’s Financial Values

By CCR WM | May 23, 2024

Caught between raising kids and caring for aging parents? With the right guidance, you can ease financial burdens and set a strong vision for your children.

Staying on Top of Your 401(k) Can Pay Dividends

By CCR WM | May 21, 2024

While it’s tempting to follow every market fluctuation, the key to securing a prosperous retirement lies in long-term planning.

The Power of a Trust

By CCR WM | May 16, 2024

Are you worried about protecting your assets and ensuring they are distributed according to your wishes after you’re gone? Trusts can help with that.

Are Financial Advisors Still Relevant in a Digital World?

By CCR WM | May 8, 2024

Take action today, no matter how small, to secure a better tomorrow. Your future self will thank you!

Creating a Comprehensive Estate Plan

By CCR WM | May 2, 2024

Stop putting off your estate plan! It may seem overwhelming, but we’re here to guide you every step of the way.

Tax Strategies For Retirement Account Withdrawals

By CCR WM | April 30, 2024

With careful planning and tax-efficient drawdown strategies, you can enjoy the lifestyle you’ve always dreamed of while minimizing taxes on your income.

Are You In The “Sandwich Generation?”

By CCR WM | April 25, 2024

Are you feeling the squeeze of being part of the “sandwich generation” — caught between raising your kids and caring for your aging parents? You’re not alone.

CCR Earth Day 2024

By CCR WM | April 22, 2024

Join us in supporting the Regional Environmental Council in creating a healthier and more sustainable community for all!

April 2024 Market Outlook

By CCR WM | April 17, 2024

Take a look into the current state of the market as of April 2024!

Estate Planning Checklist

By CCR WM | April 12, 2024

Creating an estate plan can be easier than you might expect when you use our basic Estate Planning Checklist.