Business & Personal Financial Coordination

Business & Personal Financial Coordination

You’ve dedicated time and talent to your business. Let us help you enjoy the financial rewards of your hard work.

We understand what it took to turn an idea into a successful business - to combine tenacity and talent, and to invest so much of yourself. As small business experts, we know the professional and personal challenges and opportunities you face as a business owner. Your goals are our guide in providing objective advice, results-oriented strategies and a disciplined road-map to help you achieve financial strength and security for the long term and align it with your evolving goals.

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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
and coordinate the moving parts of your financial
picture. We start with a comprehensive assessment
to understand your full financial situation, including
your corporate finances and personal assets. We then
combine our experience and expertise with your goals
to develop a course of action for every aspect of your
business and personal financial life. We also coordinate
with your strategic business partners to streamline your
finances.

Your Financial Picture: Our Tools
Provide a Coordinated Snapshot

When you work with CCR Wealth, you’ll get access to a
comprehensive personal website created just for you, which
will simplify organization, clarify your financial situation and
keep you up to date in real time. From a digital vault that
safely stores all of your important documents and allows
you to access them anywhere at any time, to the ability to
instantly collaborate with experts at CCR Wealth, to easy to
read pages detailing your investments, spending, budget
and market position, your personal CCR Wealth website
coordinates and makes accessible every aspect of your
financial life.

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Personal Financial Services

  • Financial planning

  • Life insurance coordination

  • Investment management

  • Education planning

  • Retirement projections

  • Asset review and analysis

  • Business and Personal Financial Coordination

Corporate Financial Services

  • Corporate retirement plans

  • Group health and life insurance

  • Business cash management strategies

  • Business succession planning

We work with your outside professionals to coordinate:

  • Purchase or sale of a business

  • Business transition

  • Tax planning

  • Legal

  • Estate coordination