Comprehensive Financial Planning

Financial Planning for Your Life and Legacy

We understand that financial planning is not a single event — it’s a process. As your household prioritizes, organizes, and evaluates your finances, we discuss your plan with you on an ongoing basis and align it with your evolving goals.

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.

  1. Evaluate Your Current Net Worth
  2. Assess Your Current Financial Plan
  3. Establish Your Risk Tolerance
  4. Review Your Estate and Tax Information
  5. Develop a Savings Plan
  6. 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.

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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.

5 Estate Considerations For The LGBTQ+ Community

By CCR WM | June 5, 2023

LGBTQ+ couples face particularly complicated issues when establishing a workable estate strategy.

Revamped Website

By CCR WM | May 22, 2023

We are thrilled to unveil our newly redesigned website, tailored to enhance your wealth management experience!

401(k) Rollovers Can Make or Break Retirement

By CCR WM | May 19, 2023

Coaches, understanding the value of rollovers is essential to preserving a secure & organized financial future.

Older Americans: Growing Targets of Financial Fraud

By CCR WM | May 17, 2023

Older generations grew up in a world where it was customary to be courteous and trusting. Unfortunately, this often puts them at greater risk for financial fraud.

Countdown to Retirement

By CCR WM | May 12, 2023

Many people age 50 and older haven’t begun to save for retirement or have yet to accumulate sufficient funds. It’s not too late to take charge.

CCR Attended the Annual Worcester Women’s Leadership Conference

By CCR WM | May 12, 2023

On May 4th, some of the brightest women of CCR attended the Annual Worcester Women’s Leadership Conference!

Business Succession Considerations for Small Business Owners

By CCR WM | May 10, 2023

Small business owners, consider looking into business succession plans, which is aimed at maintaining the future health of businesses.

Mental Health & Group Benefits

By CCR WM | May 8, 2023

Medical insurance companies offer excellent mental health coverage. Let CCR assist you in offering this valuable benefit to your employees.

Congrats Vinny Palmerino on CFP Designation!

By CCR WM | May 5, 2023

We’d like to extend a huge congratulations to our Financial Consultant Vincenzo Palmerino, CFP®, who recently passed the CFP test!

Diversification & Small Business

By CCR WM | May 4, 2023

As a small business owner, there’s a good chance that your diversification strategy may not work as you intended.