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
- Purchase or sale of a business
- Business transition
- Tax planning
- Estate coordination
Get Financially Organized,
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 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.
Two effective methods for tackling debt: paying off the smallest balances first or paying off the highest interest balances first.
Dental students, did you know that several options make it easier to pay off Federal student loans?
Post-graduation debt can be overwhelming when you’re working hard to build your future. See how CCR can help.
Having a plan to manage your debt may help improve your financial well-being and move you closer to achieving financial security.
Understanding the difference between subsidized and unsubsidized loans is essential when payments restart!
Worried about your child taking on student loan debt? With the right strategy, your student can be debt-free in no time!
Are you considering a 529 plan for your child’s future college expenses? Here are 6 questions parents frequently ask financial advisors!
Find out how a 529 plan fits into your family’s financial and college plan!
CCR takes great pride in celebrating National Women’s Equality Day in honor of the remarkable women within our firm!
CCR welcomes Empire Asset Management into our team of professionals, striving to enhance our client services!