CCR Wealth’s Group Benefits Planning Services
Our group benefits services are tailored to specifically support your business' needs.
Group Medical Plans
Health Savings Accounts
Group Dental & Vision
Group Life Insurance
Group Disability
Employee Voluntary Plans
Our Five-Step Process
We provide the framework and the solutions to help you select flexible, cost effective group health and life plans that provide the best possible coverage. We take a personalized approach within a five-step systematic process that we have refined through the years.
- Analysis and Determination of Benefit Needs: We meet with you to identify your company’s goals and discuss how available benefit packages can meet those needs.
- Review and Evaluation of Existing Benefits: We review your existing plan design, cost effectiveness, employee out-of-pocket costs, employee/employer premium contribution levels, network compatibility, and multi-plan design options.
- Presentation of Benefit Solutions and Design: We recommend a plan design and funding alternatives designed to reduce cost and enhance cash flow. Solutions can include traditional HMO or POS coverage, multiple plan designs, health savings accounts, and health reimbursement arrangements.
- Benefit Program Installation: We coordinate installation of plans at renewal including educational and enrollment meetings with your employees.
- Ongoing Support and Renewal Reviews: We provide support that includes facilitating enrollment of new employees and responding to employer and employee questions or concerns about benefits.
Have a Question?
Let's Talk.
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.
Tax Efficient Withdrawal Strategies for Retirement
Managing income during retirement is often less straightforward than it was during working years. Instead of accumulating wealth, you’re now spending that hard-earned nest egg. By implementing effective tax strategies, you can potentially reduce your tax burden and maximize your retirement income. The Power of Tax Diversification Tax diversification involves spreading your savings across…
A Comprehensive Guide to Tax Intelligent Planning 2025
Dive into our comprehensive tax planning guide to learn how to minimize taxes and maximize your income during retirement!
Tips for Practicing Good Portfolio Hygiene
Do you have good portfolio hygiene? Here’s how setting clear financial goals, developing a long-term plan, and conducting regular “check-ups” can help mitigate risks posed by market and economic shifts.
Money Myth: Investing is Only for Men
Women have historically invested less than men, but as women educate themselves, they have the power to redefine this narrative.
Reduce Your Tax Burden with 5 Strategies
As your assets grow, consider ways to maximize returns and minimize taxes with these 5 tax-efficient investment strategies!
Social Security & The Tax Factor
Did you know that once you start receiving Social Security, up to 85% of your benefits may be taxable?
Explore These Tax-Savvy Investment Strategies
As you grow and manage your wealth, consider these five tax-efficient investment strategies that could help optimize returns and minimize your tax burden!
2025 Retirement Contribution Limits and Updates
Significant changes to contribution limits and income restrictions offer new opportunities for savers, especially for those utilizing 401(k)s, IRAs, and catch-up contributions. Here’s a comprehensive guide to these updates!
Managing Money as a Couple
Managing money as a couple usually isn’t so difficult, but waiting too long to ask (or answer) those questions might have some consequences.
March 12 Market Update
CCR views the current bout of market volatility as a normal process of pressure-relief for a market that has been burdened by excessive valuations.