Financial Planning

Your life changes. Your financial plan should change with you.

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:

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A strong financial plan is the foundation for your family's future.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.

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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 Systematic Approach

We take a disciplined and organized approach to establishing
a solid financial plan. We:
Evaluate your current net worth, including assets and aspirations
Identify strengths and weaknesses of your current plan
Establish an appropriate asset allocation based on your risk tolerance and time horizon
Review estate and tax considerations
Develop a savings plan
Gain a clear perspective of your targets for financial
security

A Shared Planning +
Investing Philosophy

We believe financial planning is an invaluable component of your overall investment plan. Your financial plan is both a guide to asset allocation and investment risk tolerance, and an important measure of your financial strength. We monitor progress toward your financial goals with periodic projections and tax optimization, estate and gifting considerations, and savings schedules. We base our investment risk/reward decisions on the honest premise that while we can make educated decisions, there is no certainty about what markets will do. We continually refine and update your plan relying on the two pillars of portfolio development: financial planning and investment management.

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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.

To get where you are today, you had a plan.
To get where you want to go tomorrow, you need a new one.

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See below for the latest CCR Insights on Financial Planning