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:
A strong financial plan is the foundation for your family’s future.
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
- Identify strengths and weaknesses of your current
- 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
A Shared Planning +
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 gauge progress toward your financial goals with periodic projections and tax efficiency, estate and gifting considerations, savings schedules and college savings. 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, and continually refine and update your plan relying on the two pillars of portfolio development: financial planning and investment management.