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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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.

Estate Planning for the LGBTQ+ Community

By CCR WM | June 13, 2024

Financial planning considerations for the LGBTQ+ population are frequently overlooked. Let’s explore some of the issues and what can be done.

LGBTQ+ Community Has Unique Aging Issues

By CCR WM | June 10, 2024

LGBTQ+ baby boomers experience unique economic and health disparities. Learn how to make long-term care planning, healthcare planning, and needs unique to the LGBTQ+ community part of your financial planning analysis.

Tips for Leaving an Inheritance to Family

By CCR WM | May 30, 2024

Leaving an inheritance to your family is a thoughtful gesture, but it’s important to consider potential disruptions.

Setting Your Family’s Financial Values

By CCR WM | May 23, 2024

Caught between raising kids and caring for aging parents? With the right guidance, you can ease financial burdens and set a strong vision for your children.

Staying on Top of Your 401(k) Can Pay Dividends

By CCR WM | May 21, 2024

While it’s tempting to follow every market fluctuation, the key to securing a prosperous retirement lies in long-term planning.

The Power of a Trust

By CCR WM | May 16, 2024

Are you worried about protecting your assets and ensuring they are distributed according to your wishes after you’re gone? Trusts can help with that.

Are Financial Advisors Still Relevant in a Digital World?

By CCR WM | May 8, 2024

Take action today, no matter how small, to secure a better tomorrow. Your future self will thank you!

Creating a Comprehensive Estate Plan

By CCR WM | May 2, 2024

Stop putting off your estate plan! It may seem overwhelming, but we’re here to guide you every step of the way.

Tax Strategies For Retirement Account Withdrawals

By CCR WM | April 30, 2024

With careful planning and tax-efficient drawdown strategies, you can enjoy the lifestyle you’ve always dreamed of while minimizing taxes on your income.

Are You In The “Sandwich Generation?”

By CCR WM | April 25, 2024

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.