How We Work
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
We understand the many challenges of retirement today and know the biggest concerns for many is future healthcare needs and outliving their money. We focus on money management, risk management, tax planning, as well as other issues that are critical to your financial success in retirement.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Our Services
At CCMC, we believe successful retirement planning is comprised of five interrelated components. We can help you with any or all of the following:
Our Process
Step #1
Decide that you want to be in control of your financial life. Call for a free consultation.
Step #2
Get acquainted meeting. Discuss your specific financial objectives. What do you want your investments to do for you?
Step #3
Data gathering. Initial plan preparation. Develop an effective investment strategy that meets your specific needs.
Step #4
Interactive goal setting meeting. Outline our recommended strategy and refine to meet your objectives.
Step #5
Plan implementation. Smoothly execute the investment strategy. Our goal is to make this a seamless transition.
Step #6
Maintain and adjust. Monitor your accounts and follow up with you on suggestions to keep up with the ever-changing global markets. Adjust investments to perform in a way that is beneficial to your situation.
