Retainer based- Wealth Management Planning Services
High-end planning, from "virtually" anywhere. Using state of the art technology, our advisors can meet with you virtually.
No matter where you are in life, whether you are a young professional or winding down a successful career, you have goals and dreams. CCWMG engages you in an ongoing conversation about your needs, goals, and objectives to create the holistic life plan that’s right for you. We also act as a head coach, coordinating with your other trusted advisors such as your attorney and CPA to ensure everything in your comprehensive plan works together smoothly. We call those "meetings about you, without you", after which you would receive a full summary of everything covered in the meeting.
What Makes Us Different
There are a lot of companies that offer wealth management and financial planning, so we take pride in what makes us stand out from the crowd.
Flat fee, annual retainer, with NO assets required to be managed by us. Sometimes where you have your money is where it might belong but that doesn't mean you don't need advice you can trust. Our clients like our CFP® lead planning and the no-conflict with product sales advice.
We offer flexibility
Your life is busy and sometimes it is hard to find time to devote to planning; maybe you've decided to spend your winter somewhere warmer and don't want to put your planning on hold while you're gone. We understand and respect that. We have leveraged some of the latest technology to offer the option of having your meetings with us virtually. You can be anywhere in the world and as long as you have an internet connection and a smart phone, tablet, or computer, we can work together on your plan. We can even coordinate multiple people in multiple locations to feel as if we're in the room together.
We also offer appointment times outside of the regular 9:00-5:00 business hours. We are willing to work with what fits your schedule to achieve success, whether it's meeting virtually on your lunch hour or sitting down together in the evening after you get off work.
We have a process to guide us
We develop with you a customized two-year plan to cover all of the various aspects of your wealth management planning journey. We call this our Milestone Clarification ProcessTM. It is a layout of quarterly meetings and specific milestones that lead you to your long-term planning goals. You can easily monitor progress and manage expectations with the provided web portal.
Retainer Based Wealth Management Planning Models
Our planning engagement models are the basis for your customized GPS. Each model begins with the same base areas: insurance review, tax mitigation strategy review, investment allocation and selection review, a wealth and estate transfer discussion, and retirement planning. In addition, all planning models include access to our online planning and aggregation portal LIFE Vision, which allows you to see your overall financial picture in one location.
Wealth Management for Retirees
Adds discussions to help you understand your social security and health insurance choices and benefits.
View our example of LIFE Vision for Retirees HERE.
Wealth Management for Executives
Adds a focus on understanding and utilizing your corporate benefits, including stock options and retirement plan contributions.
View our example of LIFE Vision for Executives HERE.
Wealth Management for Business Owners
Adds goals for understanding your business succession options and retirement benefit and plan offerings.
View our example of LIFE Vision for Business Owners HERE.
Wealth Management for Professional Athletes
Adds focus on the unique needs of a post-career athlete and their benefit and plan options.
View our example of LIFE Vision for Athletes HERE.