It is our desire to make our clients
financially independent within their goals, time frame, parameters and
constraints. Within this context, each of our clients receives ongoing
individual consulting and analysis. Each financial plan is created based
on the client’s situation at hand. Our services are Fee-Only providing
objective analysis that is not dependent upon the sale of product. We
review investments, retirement planning, estate planning, insurance
and taxes in relationship with individual and family needs. Lifestyle
and family wealth planning through financial, emotional, physical, and
spiritual integration will lead to maximizing your lifetime wealth.
With our Fee-Only financial planning
services, CCP, Inc. may provide a review of one's insurances, investments,
taxes, and estate planning and make recommendations based on the needs
of the situation at hand.
For our Portfolio Management services,
we look to provide a diversified investment portfolio based on the risk
tolerance, time horizon, and goals of clients from a Risk Tolerance
Questionnaire we provide. We are not market timers. Generally, we review
all standard asset classes to ensure diversification among them, implementing
primarily with no-load, low cost mutual funds, or occasionally with
individual holdings. Of course, as each client comes to us with their
own existing investment preferences; we seek to educate clients and
accommodate alternatives based on their goals, needs, and personal situation.
While we are not insurance agents, tax
accountants, estate planning attorneys, or human resource departments,
we do review your situation in light of your overall financial goals
and will work with the specific financial professionals you designate.
