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.
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.
Are You In The “Sandwich Generation?”
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
Join us in supporting the Regional Environmental Council in creating a healthier and more sustainable community for all!
April 2024 Market Outlook
Take a look into the current state of the market as of April 2024!
Estate Planning Checklist
Creating an estate plan can be easier than you might expect when you use our basic Estate Planning Checklist.
CCR Listed #15 on Forbes 2024 Best-In-State Wealth Advisors
CCR is honored that David Borden, Managing Partner and Financial Consultant, is listed #15 in the state of MA on the Forbes list of Best-in-State Wealth Advisors!
Estate Planning as a Family
Consider estate planning as a family. Take control of the conversation by discussing your wishes with children and other family members.
Estate Planning for Small Business Owners
If you’re a business owner, there are three estate planning conversations you need to have with your CCR financial professional.
CCR Listed on 2024 NAPA Top DC Advisor Teams
CCR is honored to be listed on the NAPA Top DC Advisor Teams for the 8th year in a row!
April is Financial Literacy Month
April is Financial Literacy month! Teaching kids about savings, budgeting, and investing sets them up for a successful future.
Tips For Improving Financial Health Into Retirement
As you approach retirement, financial health becomes paramount. Here are ten steps to to help make the most of your retirement years.