CCR Wealth’s Financial Planning Services
Our financial services are tailored to specifically support your family's goals.
Investment Management
Retirement Planning
Insurance Needs Planning
Estate Planning Coordination
Tax
Optimization
Wealth Accumulation
Cash Flow Management
Donating to
Charity
A Systematic Approach
We take a disciplined, organized approach to establishing your solid financial plan. In practice, our approach involves these six key steps, executed by your dedicated planning team.
- Evaluate Your Current Net Worth
- Assess Your Current Financial Plan
- Establish Your Risk Tolerance
- Review Your Estate and Tax Information
- Develop a Savings Plan
- Establish Your Goals Financially
*These examples are hypothetical only and do not represent the actual performance of any particular investments. Investments in securities do not offer a fixed rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and when sold or redeemed, you may receive more or less than originally invested.
A Shared Philosophy
We continually refine and update your plan relying on the two pillars of portfolio development: financial planning and investment management. Financial planning is an invaluable component of your overall investment plan. It serves both as a guide to asset allocation and investment risk tolerance and provides a measurement of your financial strength. Through shared planning and investing, we’re better positioned to help you pursue your goals.
*These examples are hypothetical only and do not represent the actual performance of any particular investments. Investments in securities do not offer a fixed rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and when sold or redeemed, you may receive more or less than originally invested.
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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 experienced professionals work 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.
Making Cash Flow Count with Tax-Smart Strategies
When it comes to managing your finances, even small decisions can make a big difference. By understanding your cash flow and approaching it with a strategic, tax-intelligent mindset, you can make your money work harder for you and move closer to your long-term goals.
From Saving to Spending Build a Tax-Smart Withdrawal Strate
A smart, tax-efficient withdrawal strategy can help you make the most of your savings, ensuring a fulfilling and confident retirement. Start planning today!
5 Tax Strategies to Maximize Returns and Minimize Burdens
Learn how to boost returns and minimize taxes with five simple strategies.
Social Security Says 2.5% COLA in 2025
Social Security beneficiaries will receive a 2.5% increase in 2025, per the Social Security Administration. The COLA adjustment will impact over 72.5 million beneficiaries. Beneficiaries will receive a new one-page COLA summary detailing the new benefits and the exact date the 2025 adjustment will start.
2025 Federal Income Tax Charts
Don’t let tax season catch you off guard! Plan ahead with this chart that summarizes key tax info based on income levels.
2025 Retirement Contribution Limits
The 2025 contribution limits for retirement plans are now live! Check out the chart for key differences from 2024.
Explore the Potential of Charitable Trusts
Are you looking to make a lasting impact while also reaping potential tax benefits? Charitable trusts could be your answer!
Year-End Charitable Giving Strategies to Consider
As December 31 approaches, charitable giving becomes top of mind for many individuals. Whether driven by a desire to maximize tax incentives, honor a loved one, or thoughtfully allocate year-end bonuses, this season is a strategic time for philanthropy. For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, giving often requires careful planning and involves more advanced…
Turn Your RMDs into Charitable Donations
High Net Worth & Ultra High Net Worth individuals can leverage advanced strategies to maximize charitable impact while optimizing tax benefits!
January 2025 Market Outlook
In 2025, potential policy shifts, including tariffs and deregulation, may impact the market. Although tariffs face criticism, they haven’t hindered S&P 500 growth historically. Previous deregulation efforts in energy led to poor performance. With a narrow majority in the House, policy changes may be challenging, prompting investors to stay cautious amid uncertainty.