CCR Wealth’s Life Transitions Services
Our services are tailored to help you through this stage of your life.
Planning Hotline (no cost to you)
Financial Planning
Employer Benefits Review
Tax & Estate Planning
Retirement & Cash-flow Planning
Insurance Death Benefit & Probate Preparation Assistance
Investment Advice & Management
Social Security & Medicare Planning
Where Do I Go From Here?
When you’re not even sure where to begin... we can assist you on many common questions:
- What should I do now that claims have been settled?
- How do I get financially organized?
- Will I have enough income to meet my family's needs?
- Where should I put my money?
- Do I need an attorney for estate planning?
- What do I do with life insurance benefits?
How We'll Help
- CCR offers a “Get Acquainted Conversation” with thoughtful professionals to assess if CCR’s capabilities are appropriate for and needed by the family.
- Together, we will assist you in gathering and centralizing your financial information. This step serves as a way for you to gain clarity of all company and personal resources. This format helps you visualize what is owned and answers the question: Where Am I?
- A CCR advisor will next meet with you to address any immediate financial issues and present an initial financial plan. The plan will address the most common pressing question: Am I Okay?
- This next step assists you in creating a priority list. Your list will be personalized to address your needs, goals and resources.
- When you’re ready to make longer term decisions, we will guide and engage you in further planning and personal needs. We emphasize that most financial decisions do not need to be made immediately and should be deferred until the appropriate time and with emotional clarity.
- CCR additionally provides an educational library and ongoing educational events.
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.
Preserving Your Family Business with Long Term Care Planning
As a business owner, planning for long-term care (LTC) is crucial for protecting your legacy. Consider working with a CCR insurance professional to protect for your family’s business for years to come.
Putting Your Company’s Surplus Funds to Work
If your company is in the enviable position of having more funds on hand than are needed for current operations, you can make the most of these surplus funds by investing them. When examining possible investment options, there are several main points to consider: safety; after-tax yield; and liquidity. In addition, you should also examine…
Making Cash Flow Count with Tax-Smart Strategies
When it comes to managing your finances, even small decisions can make a big difference. By understanding your cash flow and approaching it with a strategic, tax-intelligent mindset, you can make your money work harder for you and move closer to your long-term goals.
From Saving to Spending Build a Tax-Smart Withdrawal Strate
A smart, tax-efficient withdrawal strategy can help you make the most of your savings, ensuring a fulfilling and confident retirement. Start planning today!
5 Tax Strategies to Maximize Returns and Minimize Burdens
Learn how to boost returns and minimize taxes with five simple strategies.
Social Security Says 2.5% COLA in 2025
Social Security beneficiaries will receive a 2.5% increase in 2025, per the Social Security Administration. The COLA adjustment will impact over 72.5 million beneficiaries. Beneficiaries will receive a new one-page COLA summary detailing the new benefits and the exact date the 2025 adjustment will start.
2025 Federal Income Tax Charts
Don’t let tax season catch you off guard! Plan ahead with this chart that summarizes key tax info based on income levels.
2025 Retirement Contribution Limits
The 2025 contribution limits for retirement plans are now live! Check out the chart for key differences from 2024.
Explore the Potential of Charitable Trusts
Are you looking to make a lasting impact while also reaping potential tax benefits? Charitable trusts could be your answer!
January 2025 Market Outlook
In 2025, potential policy shifts, including tariffs and deregulation, may impact the market. Although tariffs face criticism, they haven’t hindered S&P 500 growth historically. Previous deregulation efforts in energy led to poor performance. With a narrow majority in the House, policy changes may be challenging, prompting investors to stay cautious amid uncertainty.