CCP, Inc. is a Fee-Only registered investment advisory firm that was founded in 1985. We began with the concept of providing Fee-Only financial planning services for those individuals and families who want to achieve goals through unbiased objective investment advice combined with the coordination of overall financial issues and lifestyle needs such as insurance, taxes, retirement planning and estate planning. To provide you a better perspective of CCP Inc.'s atmosphere, below is the company's mission statement:
CCP, Inc. respects, values, and listens to clients’ needs. By partnering with clients and maximizing their available resources, CCP, Inc. practices the principles of discipline, diversification, and dedication to help clients reach their financial goals.
Today we continue this same philosophy with our services of:
We have developed relationships with our clients that spans three generations with some clients. It is through these ongoing discussions, education, implementation of disciplined strategies, and personal attention that client goals are accomplished. CCP enjoys providing:
- Personal Attention: We build lasting relationships with our clients and listen to their needs.
- Education: We seek to educate our clients, so that together, we can make the best decisions.
- Accessibility: We want to provide financial planning to clients who can benefit from our services regardless of their net worth.
- Respect: We have a tremendous amount of appreciation for our clients, their goals, and their finances.
- Lifestyle: We deal with more than just the numbers; we deal with the psychology of our clients and their lifestyles.
- Strategy: We develop personalized and disciplined investment strategies with our clients.
