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.

Choosing the Best Debt Repayment Strategy

By CCR WM | September 28, 2023

Two effective methods for tackling debt: paying off the smallest balances first or paying off the highest interest balances first.

Paying Back Your University Loans

By CCR WM | September 25, 2023

Dental students, did you know that several options make it easier to pay off Federal student loans?

Dear Millennials, We See You

By CCR WM | September 21, 2023

Post-graduation debt can be overwhelming when you’re working hard to build your future. See how CCR can help.

Student Debt Management

By CCR WM | September 18, 2023

Having a plan to manage your debt may help improve your financial well-being and move you closer to achieving financial security.

Subsidized vs Unsubsidized Loans

By CCR WM | September 14, 2023

Understanding the difference between subsidized and unsubsidized loans is essential when payments restart!

Tips Before Your Child Signs for Student Loans

By CCR WM | September 12, 2023

Worried about your child taking on student loan debt? With the right strategy, your student can be debt-free in no time!

6 Questions About 529 Plans

By CCR WM | August 29, 2023

Are you considering a 529 plan for your child’s future college expenses? Here are 6 questions parents frequently ask financial advisors!

The Importance of 529 Plans

By CCR WM | August 29, 2023

Find out how a 529 plan fits into your family’s financial and college plan!

National Women’s Equality Day

By CCR WM | August 22, 2023

CCR takes great pride in celebrating National Women’s Equality Day in honor of the remarkable women within our firm!

CCR & Empire Asset Management Merger

By CCR WM | August 16, 2023

CCR welcomes Empire Asset Management into our team of professionals, striving to enhance our client services!