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.
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11 Ways A 401k May Reduce Your Tax Liabilities
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Tax Efficient Withdrawal Strategies for Retirement
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April 2025 Market Outlook
After two strong years, markets are correcting but remain overvalued. Our goal is helping clients meet their financial plans—not chase market highs.